BRIDGEWISE WEALTH MANAGEMENT

Overview

Bridgewise Wealth Management is an independent, owner-operated wealth advisory firm organized as an LLC that focuses on individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of outside advisers. It also operates as an insurance broker, which is integrated into its advice and product offerings. Investment activity centers on public equities: the firm shows a clear preference for exchange-traded equities and implements portfolios with equity-heavy positioning. Bridgewise describes itself as a capital allocator, which means it selectively engages third‑party managers and external funds when appropriate rather than relying exclusively on in‑house strategies. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements are all used depending on client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices