RIA Intel›Advisers›Wisconsin›BRIDGEPORT ASSET MANAGEMENT, LLC.

BRIDGEPORT ASSET MANAGEMENT, LLC.

Advisory

MADISON, WI

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

Average account

$186K

across 163 accounts

AUM per adviser

$30M

1 advisers

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

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$25M

Non-Discretionary AUM$6M

Discretionary %81.6%

Total Clients163

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WI

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

163 clients

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

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Advisers of similar size in WI

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

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MIDWEST WEALTH SOLUTIONS LLC

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MADISON WEALTH MANAGEMENT SERVICES, INC.

$32M

POINT WEALTH, LLC

$32M

LOTZER & CO.,INC.

$28M

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