Bridgewealth Advisory Group, LLC
● SEC registered since 2018CRD 293514SEC# 801-112758Fresno, CA
Reg. AUM
$868.9M
Employees
10
Accounts
2,338
Location
Fresno, CA
Bridgewealth Advisory Group, LLC assets under management
Bridgewealth Advisory Group, LLC operates as an SEC-registered investment adviser based in Fresno, CA. The firm has been registered since 2018. It reports $868.9 million in regulatory assets under management and employs 10 people.
Bridgewealth Advisory Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek James Elrod Control | Managing Member | 25-50% | 2018 |
| Joshua Allen Carpenter Control | Managing Member | 25-50% | 2018 |
| Kevin Christopher Hook Control | Chief Compliance Officer & Managing Member | 25-50% | 2018 |
Frequently asked questions
How much does Bridgewealth Advisory Group, LLC manage?
Bridgewealth Advisory Group, LLC reports $868.9 million in regulatory assets under management on its Form ADV.
How many employees does Bridgewealth Advisory Group, LLC have?
Bridgewealth Advisory Group, LLC reports 10 employees.
Where is Bridgewealth Advisory Group, LLC located?
Bridgewealth Advisory Group, LLC is based in Fresno, CA and has been SEC-registered since 2018.
Does Bridgewealth Advisory Group, LLC disclose fund performance?
Bridgewealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 986 West Alluvial Ave., Suite 101, Fresno, CA 93711 |
| Phone | (559) 432-6100 |
| Fax | (559) 432-6110 |
| Office hours | 7:30 a.m.- 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1801982 |
| Discloses disciplinary history | No |
Regulatory AUM
$868.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$868.9Mregulatory AUM
Discretionary $868.9M