Bridgeway Wealth Management, LLC
Bridgeway Wealth Management, LLC (CRD# 326547) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $143,963,518 in 366 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Bridgeway Wealth Management, LLC
By the Numbers
-
Total Assets Under Management144MILLION
-
Total Number of Accounts366ACCOUNTS
-
Average Account Value$393,343
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, IA, IL, NE, TX
Financial Advisors at Bridgeway Wealth Management, LLC
1
Denny Stoddard (CRD# 2118415) is an Investment Advisor Representative working at Bridgeway Wealth Management, LLC in Queen Creek, AZ and has over 33 years of experience in the finance industry.
2
Noah Schmall (CRD# 7454551) is an Investment Advisor Representative working at Bridgeway Wealth Management, LLC in Cedar Rapids, IA and has over 2 years of experience in the finance industry.
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