Overview
Assets Under Management: $740 million
Headquarters: FRESNO, CA
High-Net-Worth Clients: 143
Average Client Assets: $2 million
Frequently Asked Questions
BRIDGEWEALTH ADVISORY GROUP, 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 #293514), BRIDGEWEALTH ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
BRIDGEWEALTH ADVISORY GROUP, LLC is headquartered in FRESNO, CA.
BRIDGEWEALTH ADVISORY GROUP, LLC serves 143 high-net-worth clients according to their SEC filing dated April 16, 2025. View client details ↓
According to their SEC Form ADV, BRIDGEWEALTH ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BRIDGEWEALTH ADVISORY GROUP, LLC manages $740 million in client assets according to their SEC filing dated April 16, 2025.
According to their SEC Form ADV, BRIDGEWEALTH ADVISORY GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 143
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,903
Discretionary Accounts: 1,903
Regulatory Filings
CRD Number: 293514
Filing ID: 1980000
Last Filing Date: 2025-04-16 08:49:00
Website: https://bridgewealth.com