Investment adviser · CRD 331683
BRIDGE GENERATIONS WEALTH MANAGEMENT
Investment adviser filing (IA)
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
SOUTH MIAMI, FL, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $260M Form ADV · Item 5.F
- Client accounts
- 472 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 100 | $230,909,343 | 88.9% |
| High-net-worth individuals | 71 | $28,891,288 | 11.1% |
Filing source
Form ADV 2047727 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
5966 SOUTH DIXIE HIGHWAY, SUITE 300SOUTH MIAMI, FL, 33143, United States
CRD 331683
Filing source
Form ADV 2047727 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.