BRIDGEWAY WEALTH MANAGEMENT, LLC

1909 51st Street Ne
Cedar Rapids, Iowa 52402
Tel: 319-393-6535

About BRIDGEWAY WEALTH MANAGEMENT, LLC

BRIDGEWAY WEALTH MANAGEMENT, LLC, formally registered with the SEC as BRIDGEWAY WEALTH MANAGEMENT, LLC. The firm was established in 06/16/2023. They have over 2 offices throughout the country.

BRIDGEWAY WEALTH MANAGEMENT, LLC is a Cedar Rapids, Iowa based Financial Planning firm with nearly $151,481,945 assets under management, offering retirement planning & investment advisory services to 382 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326547
SEC#	801-128190
Assets Managed by Firm	$151,481,945
No. of Clients	382
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	382	$151,481,945
Individuals (other than high net worth individuals)	132	$30,378,733
High net worth individuals	111	$116,013,034
Pension and profit sharing plans	8	$900,375
Charitable organizations	Fewer than 5 clients	$4,045,892
Corporations or other businesses	Fewer than 5 clients	$143,911

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