Hedge Fund Database

BRIDGEWORTH WEALTH MANAGEMENT

BRIDGEWORTH, LLC Legal Name

Adviser information for BRIDGEWORTH WEALTH MANAGEMENT last updated from Form ADV on March 20th, 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 Alabama, United States

Employees

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

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 0 $0
Charitable organizations 0 $0
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 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 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)FINANCIAL CONSULTING
Compensation % of AUMHourly chargesFixed feesTHIRD-PARTY MANAGER FEES

Identifiers

SEC RIA File Number 801-76956
SEC ERA File Number 801-76956
SEC CIK Numbers 1691804
SEC CRD Numbers 164100
Legal Entity Identifier None

Principal Office

101 25TH STREET NORTH
SUITE 100
BIRMINGHAM
AL
United States
Monday - Friday, 8AM- 5PM
Tel: (205) 208-8700, Fax: (205) 208-8701

Websites

www.bridgeworthfinancial.com www.linkedin.com/in/crystal-bowles-cfp%c2%ae-bab7b07/ www.bridgeworthllc.com www.linkedin.com/company/bridgeworth-llc/ www.facebook.com/bridgeworthwm www.linkedin.com/in/jamesstephengunter www.linkedin.com/in/taylor-brown-bb975aa9/ www.linkedin.com/in/jerisb www.linkedin.com/in/kellie-taylor-66876975/ twitter.com/jerismb?lang=en www.linkedin.com/in/brooklynhall/ www.youtube.com/channel/ucizryjuzom8esjvsxckrptg?view_as=subscriber www.linkedin.com/in/embree twitter.com/zachivey www.linkedin.com/in/marc-curles-cfp�-crpc-00842614 www.linkedin.com/in/brian-hinson-cfp�-cpa-chfc�-pfs-82681b30 www.linkedin.com/in/william-hocutt-cfp�-cpa-40221043 twitter.com/mccormackjeff www.linkedin.com/in/monica-stoudemire-a158aa77/ www.linkedin.com/in/wade-a-warrencfp%ae-84b49642/ www.linkedin.com/in/zach-ivey-cfa-cfp�-2776a817 twitter.com/bridgeworthwm www.linkedin.com/in/peytonjones www.linkedin.com/in/jeffrey-t-mccormack-cfp%c2%ae-5b628980/ www.linkedin.com/in/rebecca-thomas/ www.linkedin.com/in/charles-j-pete-mccarn-ab83a682/ www.linkedin.com/in/david-ward-cfp%ae-50245020/ www.linkedin.com/in/henry-ware-cfp%ae-5630707/ www.instagram.com/bridgeworth.wm/ www.linkedin.com/in/jonathanemillican/ www.linkedin.com/in/laura-k-rhoades-cfp%c2%ae-19763b76/ www.linkedin.com/in/jennifer-sneed-cfp%c2%ae-chfc%c2%ae-0a038380/ www.linkedin.com/in/delynn-zell-cfp%ae-a5989b2b/ www.linkedin.com/in/davidslecompte www.linkedin.com/in/patti-black-cfp�-180702100 www.linkedin.com/in/stewart-whitt-ms-cfp%ae-crpc%ae-65345a157/ www.linkedin.com/in/wayne-harris-cfp%c2%ae-320a4783/ www.linkedin.com/in/samfitch

Chief Compliance Officer

TOMONICA STOUDEMIRE
DIRECTOR OF COMPLIANCE
101 25TH STREET NORTH
BIRMINGHAM
AL
United States
Tel: (205) 208-8700
Fax: (205) 208-8701
(Full email address available in API data)

Regulatory Contact

DELYNN ZELL
CHIEF EXECUTIVE OFFICER/MANAGING PARTNER
101 25TH STREET NORTH
BIRMINGHAM
AL
United States
Tel: (205) 208-8700
Fax: (205) 208-8701
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HARRIS, DAVID, WAYNE Individual – EQUITY PARTNER 08/2012 10-25%
ZELL, DELYNN, MORING Individual – CHIEF EXECUTIVE OFFICER/MANAGING PARTNER 08/2012 10-25%
MCCORMACK, JEFFREY, TODD Individual – EQUITY PARTNER 02/2013 < 5%
HINSON, BRIAN, TROY Individual – EQUITY PARTNER 04/2015 10-25%
SNEED, JENNIFER, WAGNER Individual – EQUITY PARTNER 05/2016 5-10%
IVEY, CHARLES, ZACHARY Individual – EQUITY PARTNER 02/2013 10-25%
STOUDEMIRE, TOMONICA, MICHELLE Individual – CHIEF COMPLIANCE OFFICER 06/2018 < 5%
FITCH, JAMES, SAMUEL Individual – EQUITY PARTNER 01/2019 < 5%
HOCUTT, WILLIAM, O'NEAL Individual – EQUITY PARTNER 01/2019 < 5%
GASTON, JERIS, BURNS Individual – EQUITY PARTNER 01/2019 5-10%
SMITH, SARA, ARELLANO Individual – CHIEF FINANCIAL OFFICER 11/2017 < 5%
MILLICAN, JONATHAN, ERIC Individual – DIRECTOR OF PLANNING 01/2017 < 5%
DEASON, EMBREE, DYKEMA Individual – DIRECTOR OF OPERATIONS 01/2020 < 5%
JEMISON, AMY, EARLY Individual – CHIEF MARKETING OFFICER 03/2023 < 5%

No. Employees, Historic

70350201920202021202220232024202550 on 4/26/201950 on 3/30/202050 on 4/29/202050 on 6/25/202050 on 7/30/202056 on 3/31/202156 on 4/29/202156 on 6/23/202156 on 7/23/202156 on 7/27/202161 on 3/30/202261 on 1/16/202360 on 3/30/202360 on 5/8/20230 on 3/20/2024

RAUM, Historic

3B2B020192020202120222023202420251290393652 on 4/26/20191451105302 on 3/30/20201451105302 on 4/29/20201451105302 on 6/25/20201451105302 on 7/30/20201865931825 on 3/31/20211865931825 on 4/29/20211865931825 on 6/23/20211865931825 on 7/23/20211865931825 on 7/27/20212238010310 on 3/30/20222238010310 on 1/16/20232016498230 on 3/30/20232016498230 on 5/8/20230 on 3/20/2024

No. Clients, Historic

6,0003,000020192020202120222023202420253051 on 4/26/20193346 on 3/30/20203346 on 4/29/20203346 on 6/25/20203346 on 7/30/20205452 on 3/31/20215452 on 4/29/20215452 on 6/23/20215452 on 7/23/20215452 on 7/27/20213009 on 3/30/20223009 on 1/16/20233092 on 3/30/20233092 on 5/8/20230 on 3/20/2024

Holdings

From latest 13F, filed January 25th, 2024 for period ending December 31st, 2023
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 845K 5K –
ACCENTURE PLC IRELAND SHS CLASS A 2M 6K –
ALPHABET INC CAP STK CL A 478K 3K –
ALPHABET INC CAP STK CL C 857K 6K –
AMAZON COM INC COM 3M 19K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 2M 34K –
AMERICAN CENTY ETF TR INTL SMCP VLU 386K 6K –
APPLE INC COM 10M 49K –
AT&T INC COM 1M 69K –
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 187K 21K –
BANK AMERICA CORP COM 321K 10K –
BERKSHIRE HATHAWAY INC DEL CL A 2M 3 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K –
BOEING CO COM 510K 2K –
BRISTOL-MYERS SQUIBB CO COM 238K 5K –
CATERPILLAR INC COM 458K 2K –
CHEVRON CORP NEW COM 649K 4K –
COCA COLA CO COM 1M 23K –
COSTCO WHSL CORP NEW COM 437K 662 –
CSX CORP COM 237K 7K –
DEERE & CO COM 597K 1K –
DELTA AIR LINES INC DEL COM NEW 265K 7K –
DIAMONDBACK ENERGY INC COM 433K 3K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 1M 33K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 21M 860K –
DIMENSIONAL ETF TRUST EMERGING MKTS VA 5M 195K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 13M 390K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 56M 2M –
DIMENSIONAL ETF TRUST INTL SMALL CAP V 9M 341K –
DIMENSIONAL ETF TRUST NATL MUN BD ETF 609K 13K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 122M 4M –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 36M 981K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 30M 1M –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 481K 8K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 17M 569K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 5M 201K –
DISNEY WALT CO COM 509K 6K –
DUKE ENERGY CORP NEW COM NEW 213K 2K –
ELEVANCE HEALTH INC COM 255K 540 –
ELI LILLY & CO COM 729K 1K –
EQT CORP COM 2M 50K –
EVERSOURCE ENERGY COM 495K 8K –
EXTRA SPACE STORAGE INC COM 621K 4K –
EXXON MOBIL CORP COM 739K 7K –
FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 525K 9K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 2M 90K –
GLOBAL PMTS INC COM 2M 14K –
GLOBE LIFE INC COM 3M 25K –
GOLDMAN SACHS ETF TR ACCES TREASURY 475K 5K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 4M 43K –
HCA HEALTHCARE INC COM 375K 1K –
HENRY JACK & ASSOC INC COM 1M 8K –
HOME DEPOT INC COM 2M 7K –
HONEYWELL INTL INC COM 441K 2K –
INTERNATIONAL BUSINESS MACHS COM 297K 2K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 309K 15K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 309K 15K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 483K 14K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 882K 24K –
INVESCO QQQ TR UNIT SER 1 772K 2K –
ISHARES INC MSCI EMRG CHN 270K 5K –
ISHARES TR 10-20 YR TRS ETF 747K 7K –
ISHARES TR COHEN STEER REIT 1M 22K –
ISHARES TR CORE MSCI EAFE 297K 4K –
ISHARES TR CORE S&P MCP ETF 2M 6K –
ISHARES TR CORE S&P SCP ETF 1M 9K –
ISHARES TR CORE S&P500 ETF 2M 4K –
ISHARES TR EAFE GRWTH ETF 378K 4K –
ISHARES TR EAFE VALUE ETF 394K 8K –
ISHARES TR ESG AWARE MSCI 354K 9K –
ISHARES TR ESG AWR US AGRGT 268K 6K –
ISHARES TR ESG AWRE 1 5 YR 308K 13K –
ISHARES TR MSCI EAFE ETF 348K 5K –
ISHARES TR MSCI USA MIN VOL 214K 3K –
ISHARES TR NATIONAL MUN ETF 1M 10K –
ISHARES TR RUS 1000 GRW ETF 812K 3K –
ISHARES TR RUS 1000 VAL ETF 238K 1K –
ISHARES TR RUSEL 2500 ETF 693K 11K –
ISHARES TR RUSSELL 2000 ETF 301K 1K –
ISHARES TR TIPS BD ETF 477K 4K –
JOHNSON & JOHNSON COM 1M 7K –
JPMORGAN CHASE & CO COM 491K 3K –
L3HARRIS TECHNOLOGIES INC COM 356K 2K –
LEUTHOLD FDS INC CORE ETF 29M 906K –
LINDE PLC SHS 430K 1K –
LOCKHEED MARTIN CORP COM 207K 456 –
MARKEL GROUP INC COM 200K 141 –
MASTERCARD INCORPORATED CL A 720K 2K –
MCDONALDS CORP COM 603K 2K –
MCKESSON CORP COM 2M 4K –
META PLATFORMS INC CL A 334K 943 –
MICROSOFT CORP COM 3M 8K –
NEXTERA ENERGY INC COM 234K 4K –
NVIDIA CORPORATION COM 315K 637 –
ORACLE CORP COM 294K 3K –
PEPSICO INC COM 297K 2K –
PFIZER INC COM 415K 14K –
PIMCO ETF TR ACTIVE BD ETF 319K 3K –
PIMCO ETF TR ENHAN SHRT MA AC 256K 3K –
PROASSURANCE CORP COM 288K 21K –
PROCTER AND GAMBLE CO COM 1M 9K –
RBB FD INC US TREAS 3 MNTH 296K 6K –
REGIONS FINANCIAL CORP NEW COM 696K 36K –
SCHWAB STRATEGIC TR US LRG CAP ETF 269K 5K –
SCHWAB STRATEGIC TR US TIPS ETF 323K 6K –
SELECT SECTOR SPDR TR RL EST SEL SEC 2M 60K –
SERVISFIRST BANCSHARES INC COM 2M 32K –
SHOPIFY INC CL A 216K 3K –
SMITH A O CORP COM 236K 3K –
SOUTHERN CO COM 10M 149K –
SOUTHSTATE CORPORATION COM 338K 4K –
SPDR GOLD TR GOLD SHS 236K 1K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 17M 500K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 3M 74K –
SPDR S&P 500 ETF TR TR UNIT 6M 12K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 5M 10K –
SPDR SER TR NUVEEN BLMBRG SH 5M 111K –
SPDR SER TR PORTFOLI S&P1500 605K 10K –
SPDR SER TR PORTFOLIO AGRGTE 2M 70K –
SPDR SER TR PORTFOLIO CRPORT 3M 93K –
SPDR SER TR PORTFOLIO INTRMD 221K 7K –
SPDR SER TR PORTFOLIO S&P400 82M 2M –
SPDR SER TR PORTFOLIO S&P500 82M 1M –
SPDR SER TR PORTFOLIO S&P600 43M 1M –
SPDR SER TR PORTFOLIO SH TSR 2M 62K –
SPDR SER TR PORTFOLIO SHORT 448K 15K –
SPDR SER TR PRTFLO S&P500 GW 103M 2M –
SPDR SER TR PRTFLO S&P500 VL 5M 108K –
SPDR SER TR S&P 600 SMCP VAL 387K 5K –
SPDR SER TR S&P DIVID ETF 247K 2K –
SPDR SER TR S&P OILGAS EXP 704K 5K –
SSGA ACTIVE ETF TR ULT SHT TRM BD 333K 8K –
STARBUCKS CORP COM 212K 2K –
SYNOVUS FINL CORP COM NEW 312K 8K –
TESLA INC COM 1M 5K –
TILRAY BRANDS INC COM 29K 13K –
UNITED CMNTY BKS BLAIRSVLE G COM 594K 20K –
UNITED PARCEL SERVICE INC CL B 4M 22K –
UNITEDHEALTH GROUP INC COM 286K 543 –
UPLAND SOFTWARE INC COM 57K 14K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 5M 17K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 6M 36K –
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 13M 141K –
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 7M 70K –
VANGUARD BD INDEX FDS SHORT TRM BOND 34M 435K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 12M 166K –
VANGUARD BD INDEX FDS VANGUARD ULTRA 448K 9K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 42M 849K –
VANGUARD INDEX FDS EXTEND MKT ETF 5M 33K –
VANGUARD INDEX FDS GROWTH ETF 4M 12K –
VANGUARD INDEX FDS LARGE CAP ETF 3M 12K –
VANGUARD INDEX FDS MCAP GR IDXVIP 1M 6K –
VANGUARD INDEX FDS MCAP VL IDXVIP 1M 8K –
VANGUARD INDEX FDS MID CAP ETF 1M 5K –
VANGUARD INDEX FDS REAL ESTATE ETF 211K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 35M 79K –
VANGUARD INDEX FDS SM CP VAL ETF 299K 2K –
VANGUARD INDEX FDS SMALL CP ETF 301K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 3M 11K –
VANGUARD INDEX FDS VALUE ETF 945K 6K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 697K 17K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 436K 4K –
VANGUARD MUN BD FDS TAX EXEMPT BD 7M 139K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 863K 15K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 1M 23K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 240K 3K –
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 2M 11K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2M 9K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 7M 151K –
VERIZON COMMUNICATIONS INC COM 234K 6K –
VIPER ENERGY INC CL A 430K 14K –
VISA INC COM CL A 470K 2K –
VULCAN MATLS CO COM 204K 899 –
WALMART INC COM 822K 5K –
WARNER BROS DISCOVERY INC COM SER A 158K 14K –
WASTE MGMT INC DEL COM 314K 2K –
WISDOMTREE TR FLOATNG RAT TREA 2M 36K –