Bridgemark Wealth Management

Bridgemark Wealth Management (CRD# 286177) is a financial advisory firm headquartered in Rockville, MD. They manage $216,299,984 in 898 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1 Research Court, Suite 240, Rockville, MD 20850
https://www.bridgemarkwealth.com/
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $240,869
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, MD, NC, SC, TX, VA

Financial Advisors at Bridgemark Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Winter Troxel, financial advisor Rockville MD
Winter A. Troxel
CRD#: 4687698
1 Research Court, Suite 240, Rockville, MD 20850

Winter Troxel (CRD# 4687698) is an Investment Advisor Representative working at Bridgemark Wealth Management in Rockville, MD and has over 20 years of experience in the finance industry.

2
Rebeka King, financial advisor Rockville MD
Rebeka L. King
CRD#: 7348152
1 Research Court, Suite 240, Rockville, MD 20850

Rebeka King (CRD# 7348152) is an Investment Advisor Representative working at Bridgemark Wealth Management in Rockville, MD and has over 3 years of experience in the finance industry.

3
Connor Stanley, financial advisor Rockville MD
Connor N. Stanley
CRD#: 7226967
1 Research Court, Suite 240, Rockville, MD 20850

Connor Stanley (CRD# 7226967) is an Investment Advisor Representative working at Bridgemark Wealth Management in Rockville, MD and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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