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BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547 · SEC 801-128190
1909 51ST STREET NE, CEDAR RAPIDS, IA, 52402, United States
Phone
319-393-6535
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.6M
Discretionary AUM
$163.5M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $26.3M |
| High net worth individuals | 118 | $134.2M |
| Pension/profit sharing plans | 8 | $1.4M |
States served
AZ, IL, IA, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD