BRIDGEWEALTH ADVISORY GROUP, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	3
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,376	$530.1M
Non-Discretionary	0	$0
Total	1,376	$530.1M

Clients

Type	Number	RAUM
Individuals	383	$141.4M
HNW Individuals	171	$280.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	26	$34.2M
Charitable organizations	<5	$3.0M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	27	$70.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly charges

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	530.1M

Portfolio Manager to Program	Sponsor
BRIDGEWEALTH ADVISORY GROUP, LLC WRAP PROGRAM	BRIDGEWEALTH ADVISORY GROUP, LLC

Identifiers

SEC RIA File Number	801-112758
SEC ERA File Number	801-112758
SEC CIK Numbers	1801982
SEC CRD Numbers	293514
Legal Entity Identifier	None

Principal Office

986 WEST ALLUVIAL AVE.
SUITE 101
FRESNO
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic