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BRIDGEWISE WEALTH MANAGEMENT
BRIDGEWISE WEALTH MANAGEMENT LLC
CRD 332837
2041 E SQUARE LAKE RD, SUITE 400, TROY, MI, 48085, United States
Phone
248-266-1187
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.6M
Discretionary AUM
$35.6M
Team
4 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $15.1M |
| High net worth individuals | 24 | $20.5M |
All web addresses on file
Official SEC filing: View on IAPD