RIA Intel›Advisers›North Carolina›BRODIE WEALTH MANAGEMENT LLC

BRODIE WEALTH MANAGEMENT LLC

Advisory

CARY, NC

Data as of Jan 2, 2026 · Source: SEC Form ADV

Average account

$54K

across 7 accounts

AUM per adviser

$379K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM

$379K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$379K

Discretionary AUM$286K

Non-Discretionary AUM$93K

Discretionary %75.5%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

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

PINE RIDGE WEALTH LLC

$399K

HOLLAND CAPITAL ADVISORS, LLC

CHARLOTTE, NC

$353K

YAMS, LLC

$330K

RALEIGH INVESTMENT CONSULTANT LLC

RALEIGH, NC

$293K

EDEN FAMILY WEALTH GROUP, LLC

$528K

SPRINGBOARD FINANCIAL SERVICES LLC

$200K

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