← Back to searchVisit website
BRIDGEWEALTH ADVISORY GROUP, LLC
CRD 293514 · SEC 801-112758
986 WEST ALLUVIAL AVE., SUITE 101, FRESNO, CA, 93711, United States
Phone
(559) 432-6100
Fax
(559) 432-6110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$868.9M
Discretionary AUM
$868.9M
Team
10 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 553 | $136.0M |
| High net worth individuals | 170 | $551.2M |
| Pension/profit sharing plans | 25 | $41.8M |
| Corporations/business entities | 45 | $137.9M |
States served
AZ, CA, ID, LA, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD