SOUTH MIAMI, FLCRD 331683Latest ADV March 16, 2026
Bridge Generations Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Miami, FL. Its latest Form ADV filing, dated March 16, 2026, reports $260M in regulatory assets under management, 7 employees, 1 office, and 472 accounts.
Assets Under Management
$260M
Employees
7
Offices
1 office
Total Clients
171
Primary office
SOUTH MIAMI, FL
5966 SOUTH DIXIE HIGHWAY, SUITE 300, SOUTH MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
100
2
HNWI
41.5%
71
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$260Mas of March 16, 2026
Discretionary99.7%
$259M
100% of total RAUM99.7%
Non-discretionary0.3%
$849K
0% of total RAUM0.3%
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$260M
Total Accounts472
10Y AUM Change+$260M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee24:1
10Y Employee Change+1 (+16.7%)
* 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.