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BRIDGEMARK WEALTH MANAGEMENT

ROCKVILLE, MD · CRD 286177 · IAPD ↗ · bridgemarkwealth.com · (301) 850-0680

$216.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — BRIDGEMARK WEALTH MANAGEMENT (ROCKVILLE, MD) left the SEC roster (was $216.3M RAUM, 3 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
58
March 2024 — BRIDGEMARK WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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