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Multi Family OfficeNo direct investingLAST VERIFIED Aug 2026 · 1 SOURCES

Brodie Wealth Management

Multi family office in Cary, United States.

Identity

HEADQUARTERS
Cary, United States

Overview

This multi family office is based in Cary, United States. 1 person is named on its team.

People

  • David Brodie
    CPA · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →

FAQ

Brodie Wealth Management is a multi family office based in Cary, the United States.

Brodie Wealth Management does not publicly state whether it invests directly or through funds.

Key people at Brodie Wealth Management include David Brodie (CPA).