RIA IntelAdvisersArizonaBRAD JOHN BECKER

BRAD JOHN BECKER

Advisory

AZ

Data as of Jan 6, 2026 · Source: SEC Form ADV

Average account
$1M
across 5 accounts
AUM per adviser
$6M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM
$6M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InAZ, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

KEATS CONNELLY AND ASSOCIATES INC.
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-97.0% 1Y
EAGLE SPIRIT INVESTMENTS CONSULTING, INC.
$6M
JW HECHT WEALTH MANAGEMENT LLC
PHOENIX, AZ
$6M
JOHNSON WEALTH MANAGEMENT, LLC
PHOENIX, AZ
$6M
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SIX SIGMA WEALTH ADVISORS, LLC
SCOTTSDALE, AZ
$6M
TRIDENT WEALTH MANAGEMENT, LLC
SCOTTSDALE, AZ
$6M

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