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BRIDGEWEALTH ADVISORY GROUP, LLC

FRESNO, CA · CRD 293514 · IAPD ↗ · bridgewealth.com · (559) 432-6100

$868.9MRegulatory AUM
5Advisory reps
10Employees
1Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — BRIDGEWEALTH ADVISORY GROUP, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — BRIDGEWEALTH ADVISORY GROUP, LLC reported RAUM up 40% ($530.1M -> $740.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2025 — BRIDGEWEALTH ADVISORY GROUP, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
September 2024 — BRIDGEWEALTH ADVISORY GROUP, LLC notice-filed in ID, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — BRIDGEWEALTH ADVISORY GROUP, LLC crossed $500M in regulatory AUM ($410.9M -> $530.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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