Bridgeway Wealth Management, LLC

RIASEC RegisteredEst. 2023

Total AUM

$165M

Discretionary

$164M

99% of AUM

Avg account

$416K

Accounts

396

Employees

Advisory reps

Firm details

Headquarters: Cedar Rapids, Iowa
CRD number: 326547
Registered since: June 16, 2023
Website: bridgewaywm.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.55%
Individuals15.99%
Charitable Organizations1.54%
Pension & Profit Sharing Plans0.82%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bridgeway Wealth Management, LLC is an independent SEC-registered registered investment adviser organized as an LLC and registered in 2023. The firm serves both individual/family clients and institutional clients and is owned by an individual. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and delivery of educational seminars and workshops. Fee arrangements are flexible: percentage-of-AUM contracts sit alongside hourly and fixed-fee engagements. Bridgeway does not identify as an active ESG investor and is not labeled as a capital allocator; it also lists an industry affiliation with a law firm.