Bridgewealth Advisory Group, LLC

RIASEC Registered

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, individual-owned registered investment adviser that registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional and business accounts. It positions itself as a fee-based adviser, charging a percentage of assets under management and offering hourly engagements for certain services. Core advisory capabilities listed in its filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. Bridgewealth identifies as a capital allocator and does not position itself as an active ESG investor.