Makai
Elep

Bradley Wealth LLC

CRD#7519850
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Makai Elep is a financial advisor based in Scottsdale, Arizona, working with Bradley Wealth LLC. Makai has previously held positions at Richard P. Slaughter Associates, Ican - California Abilities Network, Blaze Pizza, Merrill Lynch, Pierce, Fenner & Smith Inc, Grimaldi'S, Camp Chadwick - Summer Programs, California State University Long Beach, El Camino College, Consulting, Bradley Wealth, and Bradley Wealth LLC. Makai has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Makai is part of Bradley Wealth LLC, which is located in Scottsdale, Arizona. The firm has 4 employees and manages assets totaling $282.6 million. Bradley Wealth LLC serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Bradley Wealth LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16430 N. Scottsdale Road Suite 230
Scottsdale, AZ 85254

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Bradley Wealth LLC Brokerage Details

Total Assets Under Management

$282,586,441

AZ Average: $1,555,372,352
Total Number of Employees

4

AZ Average: 37
Total Number of Accounts

1,175

AZ Average: 1,370
Average Account Size

$240,499

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Makai Elep Work History

2024 - Present (1 year)

Bradley Wealth

2024 - Present (1 year)

Bradley Wealth LLC

2022 - 2024 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - 2022 (< 1 year)

Grimaldi'S

2022 - 2022 (< 1 year)

Consulting

2021 - 2022 (1 year)

Richard P. Slaughter Associates

2019 - 2020 (1 year)

Ican - California Abilities Network

2019 - 2022 (3 years)

California State University Long Beach

2017 - 2019 (2 years)

Blaze Pizza

2016 - 2016 (< 1 year)

Camp Chadwick - Summer Programs

2016 - 2019 (3 years)

El Camino College

Disclosures

Please visit the SEC profile of Makai Elep to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bradley Wealth LLC

Meryl Feys
Scottsdale, AZ
Makai Elep
Scottsdale, AZ
Alexander Cohen
Scottsdale, AZ
Jacob Hall
Scottsdale, AZ
Michael Bradley
Scottsdale, AZ
Brandon Scott
Scottsdale, AZ

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