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Bridgeway Wealth Management, LLC

● SEC registered since 2023CRD 326547SEC# 801-128190Cedar Rapids, IA
Export (members)
Reg. AUM
$164.6M
Employees
2
Accounts
396
Location
Cedar Rapids, IA

Bridgeway Wealth Management, LLC assets under management

Bridgeway Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Cedar Rapids, IA. The firm has been registered since 2023. It reports $164.6 million in regulatory assets under management and employs 2 people.

Bridgeway Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Denny Joseph Stoddard ControlMember, President, Senior Investment ManagerOver 75%2023
Noah Schmall ControlChief Compliance Officer, Investment ManagerUnder 5%2023

Frequently asked questions

How much does Bridgeway Wealth Management, LLC manage?

Bridgeway Wealth Management, LLC reports $164.6 million in regulatory assets under management on its Form ADV.

How many employees does Bridgeway Wealth Management, LLC have?

Bridgeway Wealth Management, LLC reports 2 employees.

Where is Bridgeway Wealth Management, LLC located?

Bridgeway Wealth Management, LLC is based in Cedar Rapids, IA and has been SEC-registered since 2023.

Does Bridgeway Wealth Management, LLC disclose fund performance?

Bridgeway Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1909 51st Street NE, Cedar Rapids, IA 52402
Phone319-393-6535
Office hours8:30a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$164.6M▲ 9%
Jan '25 — $151.5MFeb '25 — $151.5MMar '25 — $151.5MApr '25 — $151.5MMay '25 — $151.5MJun '25 — $151.5MJul '25 — $151.5MAug '25 — $151.5MSep '25 — $151.5MOct '25 — $151.5MNov '25 — $151.5MDec '25 — $151.5MJan '26 — $151.5MFeb '26 — $164.6MMar '26 — $164.6MApr '26 — $164.6MMay '26 — $164.6MJun '26 — $164.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$164.6Mregulatory AUM
Discretionary $163.5MNon-discretionary $1.1M