Overview
Assets Under Management: $599 million
Headquarters: WESTERVILLE, OH
High-Net-Worth Clients: 4
Average Client Assets: $45 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.21
Average High-Net-Worth Client Assets: $45 million
Total Client Accounts: 1,805
Discretionary Accounts: 1,805
Regulatory Filings
CRD Number: 298254
Filing ID: 2012807
Last Filing Date: 2025-08-28 17:08:00
Website: https://wealthbridgecm.com