Overview
Assets Under Management: $151 million
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 111
Average Client Assets: $1 million
Frequently Asked Questions
BRIDGEWAY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326547), BRIDGEWAY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRIDGEWAY WEALTH MANAGEMENT, LLC is headquartered in CEDAR RAPIDS, IA.
BRIDGEWAY WEALTH MANAGEMENT, LLC serves 111 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, BRIDGEWAY WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
BRIDGEWAY WEALTH MANAGEMENT, LLC manages $151 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, BRIDGEWAY WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.59
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 382
Discretionary Accounts: 378
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 326547
Last Filing Date: 2025-01-15 00:00:00
Website: https://bridgewaywm.com