← Tributary

BRIDGE GENERATIONS WEALTH MANAGEMENT

SOUTH MIAMI, FL · CRD 331683 · IAPD ↗ · bridgewm.com · 305-666-9411

$259.8MRegulatory AUM
4Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — BRIDGE GENERATIONS WEALTH MANAGEMENT notice-filed in CA, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — BRIDGE GENERATIONS WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
December 2024 — BRIDGE GENERATIONS WEALTH MANAGEMENT now reports custody of client assets ($113.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
December 2024 — BRIDGE GENERATIONS WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
August 2024 — BRIDGE GENERATIONS WEALTH MANAGEMENT (SOUTH MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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