| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Jean Ray Control | Managing Member | Under 5% | 2024 |
| Bres Advisors, LLC Control | Owner | 50-75% | 2024 |
| David N. Smith & Associates, Inc. Control | Owner | 50-75% | 2024 |
Bridge Generations Wealth Management LLC reports $288.9 million in regulatory assets under management on its Form ADV.
Bridge Generations Wealth Management LLC reports 8 employees.
Bridge Generations Wealth Management LLC is based in South Miami, FL and has been SEC-registered since 2024.
Bridge Generations Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5966 South Dixie Highway, Suite 300, South Miami, FL 33143 |
| Phone | 305-666-9411 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $288.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $288.9M |