PPrivate Fund Data Log in Join · $37/mo

Bridgewealth Advisory Group, LLC

● SEC registered since 2018CRD 293514SEC# 801-112758Fresno, CA
Export (members)
Reg. AUM
$740.1M
Employees
9
Accounts
1,903
Location
Fresno, CA

Bridgewealth Advisory Group, LLC assets under management

Bridgewealth Advisory Group, LLC operates as an SEC-registered investment adviser based in Fresno, CA. The firm has been registered since 2018. It reports $740.1 million in regulatory assets under management and employs 9 people.

Bridgewealth Advisory Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Derek James Elrod ControlManaging Member25-50%2018
Joshua Allen Carpenter ControlManaging Member25-50%2018
Kevin Christopher Hook ControlChief Compliance Officer & Managing Member25-50%2018

Frequently asked questions

How much does Bridgewealth Advisory Group, LLC manage?

Bridgewealth Advisory Group, LLC reports $740.1 million in regulatory assets under management on its Form ADV.

How many employees does Bridgewealth Advisory Group, LLC have?

Bridgewealth Advisory Group, LLC reports 9 employees.

Where is Bridgewealth Advisory Group, LLC located?

Bridgewealth Advisory Group, LLC is based in Fresno, CA and has been SEC-registered since 2018.

Does Bridgewealth Advisory Group, LLC disclose fund performance?

Bridgewealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address986 West Alluvial Ave., Suite 101, Fresno, CA 93711
Phone(559) 432-6100
Fax(559) 432-6110
Office hours7:30 a.m.- 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1801982
Discloses disciplinary historyNo

Assets under management

Discretionary$740.1M
Non-discretionary$0
Total (RAUM)$740.1M