RIA Intel›Advisers›Michigan›BRIDGEWISE WEALTH MANAGEMENT LLC

BRIDGEWISE WEALTH MANAGEMENT LLC

Advisory

TROY, MI

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account
$202K
across 176 accounts
AUM per adviser
$36M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$36M
Discretionary %
100%
Clients
115
Employees
4

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$36M
Discretionary AUM$36M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients115
Team
Total Employees4
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

ALTIN HOLDINGS LLC
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INVESTORS MANAGEMENT SERVICES INC
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$35M
CONWAY ASSET MANAGEMENT, INC.
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$35M
FOCUS FINANCIAL PLANNING, LLC
BINGHAM FARMS, MI
$35M
0.0% 1Y
FINANCIALMD, LLC
OKEMOS, MI
$35M
M.R. SPENCER ADVISORY SERVICES L.L.C.
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$36M
+27.2% 1Y

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