# Brodie Wealth Management

Brodie Wealth Management is a Multi Family Office based in Cary, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cary, United States
- **Region:** North America
- **Address:** Salt Lake City, UT, United States
- **Assets under management:** Undisclosed
- **Website:** brodiewealth.com

## Regulatory record

- **CRD number:** 337256
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337256

## About

Brodie Wealth Management LLC provides financial planning focused on clear thinking, careful analysis, and respect for the numbers. Founded by David Brodie, CPA, the firm blends tax and accounting expertise with knowledge across securities and insurance. As a Registered Investment Adviser it acts as a fiduciary, placing clients’ best interests first, and offers investment management, retirement solutions, tax planning, estate planning, and services for business owners.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## People

- David Brodie — CPA

## Questions

### How does Brodie Wealth Management construct client portfolios?

The firm uses a customized allocation approach rather than model portfolios. Client portfolios are built around individual risk tolerance, tax situation, and liquidity needs, using direct indexing for tax efficiency in taxable accounts. Alternative investments are included through vehicles like private equity and real estate funds.

### Is Brodie Wealth Management a fiduciary?

Yes. The firm is a registered investment advisor (RIA) and thus operates under a fiduciary duty to act in clients' best interests. This covers all advisory services, including investment management and financial planning.

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- [Willis Asset Finance Management](https://altss.com/profile/willis-asset-finance-management-llc)
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Last updated: 2026-08-11T15:06:20.694Z

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