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BRIDGE GENERATIONS WEALTH MANAGEMENT

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

CRD 331683 · SEC 801-130597

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5966 SOUTH DIXIE HIGHWAY, SUITE 300, SOUTH MIAMI, FL, 33143, United States

Phone

305-666-9411

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$259.8M

Discretionary AUM

$259.0M

Team

7 total employees; 4 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals100$230.9M
High net worth individuals71$28.9M

States served

CA, CO, UT, TX, FL

All web addresses on file

Official SEC filing: View on IAPD