Overview
Assets Under Management: $147 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 500
Average Client Assets: $0.3 million
Frequently Asked Questions
BRIDGEWAY WEALTH PARTNERS, 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 #299810), BRIDGEWAY WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
BRIDGEWAY WEALTH PARTNERS, LLC is headquartered in NEW YORK, NY.
BRIDGEWAY WEALTH PARTNERS, LLC serves 500 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, BRIDGEWAY WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
BRIDGEWAY WEALTH PARTNERS, LLC manages $147 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, BRIDGEWAY WEALTH PARTNERS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 500
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.84%
Average Client Assets: $0.3 million
Total Client Accounts: 516
Discretionary Accounts: 500
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 299810
Filing ID: 1746744
Last Filing Date: 2023-03-31 07:03:00