# Bradley Wealth

> Secure financial dashboard for investments, documents, and wealth planning. (iPhone/iPad app by Bradley Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/bradley-wealth/id1083975821 (this page in markdown: same URL + `.md`)
- Developer: [Bradley Wealth Management, LLC](https://appshunter.io/developer/1083975640)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2016-02-17
- Data updated: 2026-07-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/bradley-wealth/id1083975821/reviews.md

## What is Bradley Wealth?

Ascent allows you to view your complete financial picture. Ascent provides an intuitive dashboard for your investments, important documents, interactive reporting capabilities, Bradley Wealth communications and more - all in a secure and easy to use mobile app. 
 
 Bradley Wealth is on a mission to deliver trust, transparency, and accountability. As your trusted advisor, we are committed to sharing our financial expertise to help people live the lives they want. Our goal is to equip you with the tools you need to make educated decisions regarding your financial future. We are part of an ensemble team that provides a spectrum of custom-tailored wealth planning solutions to our growing list of clients.

## Key features

- Financial picture dashboard
- Investment tracking
- Document storage
- Interactive reporting
- Wealth planning tools
- Secure mobile access


## Frequently asked questions about Bradley Wealth

### What is Bradley Wealth?

Bradley Wealth is a finance app that provides an intuitive dashboard for viewing your complete financial picture, including investments, important documents, and interactive reporting.

### Is Bradley Wealth secure?

Yes, the app is designed to be secure and easy to use, providing a safe environment for managing your financial information and wealth planning.

### What devices does Bradley Wealth support?

Bradley Wealth is available on iPhone, iPad, and iPod, offering a consistent experience across Apple devices.

### How often is Bradley Wealth updated?

The app was last updated on May 28, 2025, with version 5.19.0, indicating regular maintenance and feature enhancements.

### What are the main benefits of using Bradley Wealth?

Users can gain transparency into their investments, access important documents, utilize interactive reporting, and receive financial expertise to make educated decisions about their future.

### Does Bradley Wealth offer financial advice?

Bradley Wealth is committed to sharing financial expertise and providing tools to help users make educated decisions, acting as a trusted advisor in wealth planning.

### What is the age rating for Bradley Wealth?

Bradley Wealth has an age rating of 4+, making it suitable for a wide range of users looking to manage their finances.

### Does Bradley Wealth have ads?

No, Bradley Wealth is free and does not contain advertisements, offering an uninterrupted user experience.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-18

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-03-12

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-25.*