BRIDGE GENERATIONS WEALTH MANAGEMENT
Firm details
- Headquarters
- SOUTH MIAMI, Florida
- CRD number
- 331683
- Registered since
- July 3, 2024
- Website
- bridgewm.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals88.88%
- HNWI11.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bridge Generations Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves individual and family clients and bills primarily as a percentage of assets under management, with some hourly engagements. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser. It lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 4Michael Allende
Operations ManagerCRD 7575879
DAVID SMITH
Co-FounderCRD 1357671
Elisa Schvaneveldt
Senior Financial AdvisorCRD 7350320
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$192M in ETFs
37%
$71.7M
63%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $30.2M | 777,411 | 15.71% |
Location
SOUTH MIAMI, FL
MIAMI DADE
Location
SOUTH MIAMI, FL
Headquartered in SOUTH MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 5966 S Dixie Hwy
- Time zone
- ET (UTC-5)
- Office locations
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