BRIDGEWAY WEALTH MANAGEMENT, LLC
SEC RegisteredYOUR PARTNER IN POSSIBILITY
About the firm
Bridgeway Wealth Management, LLC is a Registered Investment Adviser based in Cedar Rapids, Iowa. The firm serves retirees, farmers, and growing families through retirement income planning, agricultural investment management, and wealth accumulation strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income planning including social security navigation and withdrawal strategies; management of investments within defined benefit plans for farmers with strategic asset allocation; and comprehensive wealth accumulation services including education savings plans, asset allocation, investment strategies, and estate planning considerations.
Who they serve
Retirees, farmers, and families in the wealth accumulation phase.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 130 | $26M |
| High Net Worth Individuals | 118 | $134M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 8 | $1.4M |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRIDGEWAY WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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