BRIDGEWEALTH ADVISORY GROUP, LLC
SEC RegisteredBuilding Wealth, One Bridge at a Time.
About the firm
At Bridgewealth Advisory Group, we believe the key to achieving financial freedom is to develop a comprehensive and tailored plan that is customized to you. Our team of experienced advisors provide all clients with personalized solutions to managing and growing their wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth and investment management solutions, including a combination of investment vehicles and strategic financial planning to help clients achieve their goals quicker, easier, and more tax efficiently.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 553 | $136M |
| High Net Worth Individuals | 170 | $551M |
| Charitable Organizations | 25 | $42M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRIDGEWEALTH ADVISORY GROUP, 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.