BRIDGEWEALTH ADVISORY GROUP, LLC
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
FINTRXOverview
Bridgewealth Advisory Group, LLC is an SEC-registered independent RIA that began operating in 2018 and is owner-managed. The firm serves both high-net-worth individuals and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutional entities. Its advisory scope includes pension consulting and the selection of other advisers. Bridgewealth bills clients on a percentage-of-AUM basis and also uses hourly fees. The firm identifies itself as a capital allocator and does not position as an active ESG investor.
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 Funds64%
- State & Local Bonds17%
- Exchange Traded Equities8%
- US Government Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 5KEVIN HOOK
PartnerCRD 4439944
ROGER BYRD
Registered RepresentativeCRD 1738616
Anna Wilkin
Wealth AdvisorCRD 6272037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$519M in ETFs
30%
$158M
55%
$361M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL) | Vanguard | $60M | 793,228 | 11.56% |
Location
FRESNO, CA
FRESNO
Location
FRESNO, CA
Headquartered in FRESNO, CA, anchoring the Fresno-Madera-Hanford, CA metro in the West.
- Metro area
- Fresno-Madera-Hanford, CA
- Region
- West
- County
- FRESNO
- Address
- 986 W Alluvial Ave
- Time zone
- PT (UTC-8)
- Office locations
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