Investment adviser · CRD 164100

BRIDGEWORTH WEALTH MANAGEMENT

Investment adviser filing (IA)

BRIDGEWORTH, LLC

BIRMINGHAM, AL, United States · Form ADV filed Mar 20, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
0
Reported in this filing
Advisory professionals
0
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 20, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

101 25TH STREET NORTH, SUITE 100
BIRMINGHAM, AL, 35203, United States

CRD 164100

Filing source

Form ADV 1849733 · Mar 20, 2024 · 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.