BRIDGEWAY WEALTH MANAGEMENT, LLC
Adviser information for BRIDGEWAY WEALTH MANAGEMENT, LLC last updated from Form ADV on March 22nd, 2024. 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 | Iowa, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 366 | $144.0M |
| Non-Discretionary | 0 | $0 |
| Total | 366 | $144.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 125 | $33.7M |
| HNW Individuals | 108 | $104.3M |
| 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 | <5 | $235,482 |
| Charitable organizations | <5 | $3.6M |
| 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 | <5 | $2.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 140.0M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| AMBASSADOR | RAYMOND JAMES & ASSOCIATES, INC. |
Identifiers
| SEC RIA File Number | 801-128190 |
|---|---|
| SEC ERA File Number | 801-128190 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326547 |
| Legal Entity Identifier | None |
Principal Office
1909 51ST STREET NECEDAR RAPIDS
IA
United States
Monday - Friday, 8:30AM - 5PM
Tel: 319-393-6535, Fax: None
Chief Compliance Officer
NOAH L. SCHMALL
1909 51ST STREET NE
CEDAR RAPIDS
IA
United States
Tel:
319-393-6535
N*******@**************M
(Full email address available in API data)
Industry Affiliates
| SCHMALL LAW FIRM, PLLC | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Stoddard, Denny, Joseph | Individual | – | MEMBER, PRESIDENT, SENIOR INVESTMENT MANAGER | 02/2023 | > 75% |
| Schmall, Noah | Individual | – | CHIEF COMPLIANCE OFFICER, INVESTMENT MANAGER | 06/2023 | < 5% |