Bridge Advisory LLC

Bridge Advisory LLC (CRD# 148282) is a financial advisory firm headquartered in Pasadena, CA. They manage $441,711,661 in 1,454 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    442
    MILLION
  • Total Number of Accounts
    1,454
    ACCOUNTS
  • Average Account Value
    $303,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, NV, OR, TX, VA, WA

Financial Advisors at Bridge Advisory LLC
Showing 1 - 10 of 15 top financial advisors.
1
Brandon L. Averill
CRD#: 5781614
Pasadena, CA 91101

Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.

 

In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.

 

Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s co-captain and graduated with a BA in Sociology and minor in Political Science.

 

Brandon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Certificate in Investment Performance Measurement (CIPM®) from the Chartered Financial Analyst Institute (CFA).

 

In 2018, Brandon earned the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business.

 

Advanced Designations & Certifications
Certified Private Wealth Advisor (CPWA®)
Certified Financial Planner (CFP®)
Certificate in Investment Performance Measurement (CIPM®)

 

Education
The University of Chicago Booth School of Business – CPWA Certificate
UCLA – Certificate of Personal Financial Planning
UCLA – B.A. Sociology, minor in Political Science

2
Erik D. Averill
CRD#: 5427694
Pasadena, CA 91101

Erik D. Averill, CFP is a Senior Wealth Manager and Managing Partner of the Athlete Wealth division at Penniall & Associates, Inc.

 

Athlete Wealth is a full service financial and life management company and family office that specializes in helping professional athletes, entertainers and entrepreneurs maximize their wealth to live exceptional lives & build their legacy. 

 

Our mission for the past 33 years has been to provide unbiased, comprehensive wealth management solutions for families of substantial wealth. Utilizing our time tested proprietary system we give you the confidence, control, and peace of mind that you are meeting your financial goals.

 

His combination as a Certified Financial Planner™ professional and former professional athlete makes him one of the leading wealth managers for professional athletes. 

3
Vanessa Y. Burnett
CRD#: 5510896
Pasadena, CA 91101

Vanessa Burnett (CRD# 5510896) is an Investment Advisor Representative working at Penniall & Associates in Pasadena, CA and has over 7 years of experience in the finance industry.

4
Justin M. Dyer
CRD#: 5474967
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Justin Dyer (CRD# 5474967) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 12 years of experience in the finance industry. Justin Dyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jaime G. Hefner
CRD#: 2645907
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Jaime Hefner (CRD# 2645907) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 16 years of experience in the finance industry.

6
Tammy N. Lee
CRD#: 4984629
18301 Von Karman Ave., Suite 900, Irvine, CA 92612

Tammy Lee (CRD# 4984629) is an Investment Advisor Representative working at Bridge Advisory LLC in Irvine, CA and has over 13 years of experience in the finance industry. Tammy Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Richard A. Leu
CRD#: 4724262
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Richard Leu (CRD# 4724262) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 16 years of experience in the finance industry.

8
Devon M. Nick
CRD#: 6129772
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Devon Nick (CRD# 6129772) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 7 years of experience in the finance industry.

9
David R. Penniall
CRD#: 1088267
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

David Penniall (CRD# 1088267) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 27 years of experience in the finance industry. David Penniall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Thomas H. Smith
CRD#: 1370872
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Thomas Smith (CRD# 1370872) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 35 years of experience in the finance industry.

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