Bridgewealth Advisory Group, LLC

RIASEC RegisteredEst. 2018

Total AUM

$869M

Discretionary

$869M

100% of AUM

Avg account

$372K

Accounts

2,338

Employees

Advisory reps

Firm details

Headquarters: Fresno, California
CRD number: 293514
Registered since: April 2, 2018
Website: bridgewealth.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI63.44%
Corporations / Businesses15.87%
Individuals15.65%
Pension & Profit Sharing Plans4.81%
Charitable Organizations0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bridgewealth Advisory Group, LLC is an independent, owner-operated registered investment adviser formed in 2018 and organized as an LLC. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator that can select and allocate to third‑party managers. Core advisory services listed on the firm’s filings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Fee arrangements combine a percentage of assets under management with the ability to charge hourly fees. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser.