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About 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.

What’s new

Version 5.23.0 · Updated July 18, 2026

- 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

App privacy

The developer, Bradley Wealth Management, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Identifiers: Device ID
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

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