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BRIDGE ADVISORY LLC

PASADENA, CA · CRD 148282 · IAPD ↗ · bridgeadvisory.com · 626-798-4453

$452.6MRegulatory AUM
18Advisory reps
18Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — BRIDGE ADVISORY LLC (PASADENA, CA) left the SEC roster (was $452.6M RAUM, 18 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.