← Tributary

BRIDGEWAY WEALTH PARTNERS, LLC

NEW YORK, NY · CRD 299810 · IAPD ↗ · bridgewaywealthpartners.com · 212-729-7908

$146.7MRegulatory AUM
9Advisory reps
11Employees
0Clients
1-10Planning clients
3Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — BRIDGEWAY WEALTH PARTNERS, LLC (NEW YORK, NY) left the SEC roster (was $146.7M RAUM, 9 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.