BRIDGEWAY WEALTH PARTNERS, LLC
Adviser information for BRIDGEWAY WEALTH PARTNERS, LLC last updated from Form ADV on March 31st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 500 | $140.6M |
| Non-Discretionary | 16 | $6.1M |
| Total | 516 | $146.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 500 | $140.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $5.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 1 | $1.1M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-114569 |
|---|---|
| SEC ERA File Number | 801-114569 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299810 |
| Legal Entity Identifier | None |
Principal Office
750 LEXINGTON AVENUE9TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 212-729-7908, Fax: N/A
Websites
Chief Compliance Officer
GILBERT H DUNHAM JR
CCO & CIO
750 LEXINTGON AVENUE 9TH FLOOR
NEW YORK
NY
United States
Tel:
212-729-7820
Fax:
N/A
G******@**************M
(Full email address available in API data)
Regulatory Contact
BRIAN REICHBERG
MANAGING DIRECTOR
750 LEXINGTON AVE
9TH FLOOR
NEW YORK
NY
United States
Tel:
212-729-7908
I***@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BWAY SPV 1 LLC | Private Equity Fund | $1.4M | $0.0M | 20 |
| BWAY SPV 2 LLC | Private Equity Fund | $1.5M | $0.0M | 20 |
| BWAY SPV 3 LLC | Private Equity Fund | $1.9M | $0.0M | 20 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REICHBERG, BRIAN, LEE | Individual | – | MANAGING DIRECTOR | 10/2016 | 25-50% |
| Dunham, Gilbert, H | Individual | – | CCO | 12/2018 | 10-25% |
| GAUCHER FAMILY HOLDINGS LLC | Domestic Entity | – | INVESTOR | 01/2019 | 10-25% |
| GAUCHER, PHILIP, E | Individual | GAUCHER FAMILY HOLDINGS LLC | ACTIVE | 01/2019 | > 75% |
| LIVING THE DREAM FILMS, INC. | Domestic Entity | – | MEMBER | 10/2020 | 10-25% |