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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bridge Financial Planning LLC
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|---|---|
| CRD # | 174840 |
| SEC # | 801-130662 |
| CIK # | |
| AUM | $93.3 M (2025-07-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 423-933-2722 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 18.6 |
| (b) Individuals (high net worth individuals) | 34 | 74.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 307 | 93.3 |
| By Discretionary | ||
| Discretionary | 307 | 93.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 307 | 93.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 93.3 | |
| Total | 307 | 93.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Myles Wealth Management LLC
✚
|
NY | 0.1 |
|
Henderson Financial Group LLC
✚
|
VA | 0.1 |
|
Apforia Ltd
✚
|
VA | 0.1 |
|
Box Financial Advisors LLC
✚
|
TX | 0.1 |
|
Federal PREP Advisors Inc
✚
|
NY | 0.1 |
|
Capstone Wealth Management Corp
✚
|
FL | 0.1 |
|
Timbuktu Capital Management LLC
✚
|
MA | 0.1 |
|
Lee Investment Management LLC
✚
|
NY | 0.1 |
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 0.1 |
|
Collega Capital Management SRL
✚
|
0.1 |