Bridgewealth Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fresno, CA. Its latest Form ADV filing, dated March 30, 2026, reports $869M in regulatory assets under management, 10 employees, and 2,338 accounts.
Assets Under Management
$869M
Employees
10
Offices
--
Total Clients
793
Primary office
FRESNO, CA
986 WEST ALLUVIAL AVE., SUITE 101, FRESNO, CA, United States
Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
553
2
HNWI
21.4%
170
3
Corporations
5.7%
45
4
Pension Plans
3.2%
25
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$869Mas of March 30, 2026
Discretionary100.0%
$869M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$869M
Total Accounts2,338
10Y AUM Change+$869M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee79:1
10Y Employee Change+5 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.