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BRIDGEWORTH WEALTH MANAGEMENT

BIRMINGHAM, AL · CRD 164100 · IAPD ↗ · bridgeworthfinancial.com · (205) 208-8700

$2.02BRegulatory AUM
60Advisory reps
60Employees
6Clients
51-100Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — BRIDGEWORTH WEALTH MANAGEMENT (BIRMINGHAM, AL) left the SEC roster (was $2.02B RAUM, 60 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.