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Brady Mason Wright

Golden Road Advisors LLC

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About Brady Mason Wright

Brady Mason Wright is an investment advisor representative with Golden Road Advisors LLC, based in Tampa, Florida. Brady has been in the industry since June 2023 and has been registered with the state of Florida since February 2024. Brady is a Series 65 licensed individual and specializes in financial planning, pension consulting, and selection of other advisors. Golden Road Advisors LLC provides investment advisory services to individuals, pension and profit sharing plans, and high-net-worth individuals.

Firm Information

Brady Wright is currently registered with Golden Road Advisors LLC. Golden Road Advisors LLC is an independent registered investment advisor based in Tampa, FL. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses. They also provide selection of other advisors to clients. Golden Road Advisors LLC manages approximately $143,203,000 in assets for approximately 388 clients.
Golden Road Advisors LLC

615 W. DE LEON ST

TAMPA, FL 33606

$143.20M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brady Wright’s Registration & Firm History

FL

02/14/2024 - Present

Golden Road Advisors LLC (TAMPA FL)

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Licenses & Designations

IA

Issued 02/05/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brady Mason Wright.
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