Bradley Wealth Partners

What changed

Citizens added the $880M Bradley Wealth Partners team last year; coverage names Eric Bradley as leading it and formerly at Citi Private Alternatives.

Reported / discovered

Oct 28, 2026

Effective

Not reported

New role

Team lead, Bradley Wealth Partners; formerly of Citi Private Alternatives

Previous role

Not reported

Market

Newport Beach, CA

Reported book

$880M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.