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BRIDGE33 INVESTMENT MANAGEMENT LLC

SEATTLE, WA · CRD 305580 · IAPD ↗ · bridge33capital.com · 206-538-0083

$1.08BRegulatory AUM
18Advisory reps
25Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BRIDGE33 INVESTMENT MANAGEMENT LLC shrank from 26 to 18 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — BRIDGE33 INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($970.2M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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