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Building 2BRIDGEWAY WEALTH MANAGEMENT, LLC

Map pinCEDAR RAPIDS, IA
Phone319-393-6535
NotebookSEC #801-128190
Total AUM
$164.6M
Employees
2
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1909 51ST STREET NE
CEDAR RAPIDS
IA 52402
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
319-393-6535
Other Offices
1

ReceiptFinancials

Total AUM
$164.6M
Accounts
396
Discretionary
$163.5M
Accounts
392
Non-Discretionary
$1.1M
Accounts
4

ContactClients

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Individual Clients
130
AUM
$26.3M
HNW Individual Clients
118
AUM
$134.2M
Pension/Profit Sharing Plan Clients
8
AUM
$1.4M
Charitable Organization Clients
1
AUM
$2.5M
Corporation or Business Clients
1
AUM
$150.8K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLIANETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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