RIA Intel›Advisers›Arizona›BRIDGE FINANCIAL STRATEGIES, LLC

BRIDGE FINANCIAL STRATEGIES, LLC

Advisory

SCOTTSDALE, AZ

Data as of Jul 1, 2026 · Source: SEC Form ADV

Rank in AZ

#287

of 387 advisers by AUM

Average account

$418K

across 214 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients65

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

65 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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