CEDAR RAPIDS, IACRD 326547Latest ADV February 27, 2026
Bridgeway Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cedar Rapids, IA. Its latest Form ADV filing, dated February 27, 2026, reports $165M in regulatory assets under management, 2 employees, 1 office, and 396 accounts.
Assets Under Management
$165M
Employees
2
Offices
1 office
Total Clients
256
Primary office
CEDAR RAPIDS, IA
1909 51ST STREET NE, CEDAR RAPIDS, IA, United States
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
130
2
HNWI
46.1%
118
3
Pension Plans
3.1%
8
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of February 27, 2026
Discretionary99.3%
$164M
99% of total RAUM99.3%
Non-discretionary0.7%
$1M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$165M
Total Accounts396
10Y AUM Change+$165M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee128:1
10Y Employee Change0 (0.0%)
* 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.