Bridgewealth Advisory Group, LLC

Bridgewealth Advisory Group, LLC (CRD# 293514) is a financial advisory firm headquartered in Fresno, CA. They manage $530,126,567 in 1,376 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    530
    MILLION
  • Total Number of Accounts
    1,376
    ACCOUNTS
  • Average Account Value
    $385,266
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, OR, TX

Financial Advisors at Bridgewealth Advisory Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joshua A. Carpenter
CRD#: 4194303
986 West Alluvial Ave, Suite 101, Fresno, CA 93711

Joshua Carpenter (CRD# 4194303) is an Investment Advisor Representative working at Bridgewealth Advisory Group, LLC in Fresno, CA and has over 23 years of experience in the finance industry.

2
Derek J. Elrod
CRD#: 4793202
986 West Alluvial Ave., Suite 101, Fresno, CA 93711

Derek Elrod (CRD# 4793202) is an Investment Advisor Representative working at Bridgewealth Advisory Group, LLC in Fresno, CA and has over 19 years of experience in the finance industry.

3
Kevin C. Hook
CRD#: 4439944
986 West Alluvial Ave., Suite 101, Fresno, CA 93711

Kevin Hook (CRD# 4439944) is an Investment Advisor Representative working at Bridgewealth Advisory Group, LLC in Fresno, CA and has over 22 years of experience in the finance industry.

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