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BRIDGE THE GAP RETIREMENT PLANNERS LLC

Advisory

SIMI VALLEY, CA

Data as of Jul 6, 2026 · Source: SEC Form ADV

Rank in CA
#3,486
of 5,480 advisers by AUM
Average account
$393K
across 125 accounts
AUM per adviser
$25M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 6, 2026.

Total AUM
$49M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients32
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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