Bridge Generations Wealth Management LLC
● SEC registered since 2024CRD 331683SEC# 801-130597South Miami, FL
Reg. AUM
$259.8M
Employees
7
Accounts
472
Location
South Miami, FL
Bridge Generations Wealth Management LLC assets under management
Bridge Generations Wealth Management LLC is a registered investment adviser overseen by the SEC based in South Miami, FL. The firm has been registered since 2024. It reports $259.8 million in regulatory assets under management and employs 7 people.
Bridge Generations Wealth Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Jean Ray Control | Managing Member | Under 5% | 2024 |
| Bres Advisors, LLC Control | Owner | 50-75% | 2024 |
| David N. Smith & Associates, Inc. Control | Owner | 50-75% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bridge Generations Wealth Management LLC manage?
Bridge Generations Wealth Management LLC reports $259.8 million in regulatory assets under management on its Form ADV.
How many employees does Bridge Generations Wealth Management LLC have?
Bridge Generations Wealth Management LLC reports 7 employees.
Where is Bridge Generations Wealth Management LLC located?
Bridge Generations Wealth Management LLC is based in South Miami, FL and has been SEC-registered since 2024.
Does Bridge Generations Wealth Management LLC disclose fund performance?
Bridge Generations Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5966 South Dixie Highway, Suite 300, South Miami, FL 33143 |
| Phone | 305-666-9411 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$259.8M▼ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$259.8Mregulatory AUM
Discretionary $259MNon-discretionary $849K