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BRIDGE TO WEALTH LLC

Advisory

TX

Data as of May 13, 2026 · Source: SEC Form ADV

Rank in TX
#2,096
of 2,813 advisers by AUM
Average account
$72K
across 311 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
54
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients54
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAR, LA, PA, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

YIELD FINANCIAL ADVISORS, INC.
MCKINNEY, TX
$22M
DAVID PORTER HENNEKE
ALICE, TX
$22M
-22.3% 1Y
LEGACY FINANCIAL PLANNING LLC
$22M
B2 INNOVATIONS LLC
$22M
SAN GABRIEL CAPITAL, LLC
CEDAR PARK, TX
$23M
CFS ADVISORS, LLC
ARLINGTON, TX
$23M

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