|
⚲
|
| Keyboard |
| Bridge Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 174840 |
| SEC # | 801-130662 |
| CIK # | |
| AUM | 100.4 M (2026-05-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 423-933-2722 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 22.2 |
| (b) Individuals (high net worth individuals) | 28 | 78.1 |
| (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 | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 319 | 100.4 |
| By Discretionary | ||
| Discretionary | 319 | 100.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 319 | 100.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.4 | |
| Total | 319 | 100.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
UHY Wealth Management RIA LLC
✚
|
MI | 102.6 M |
|
Victory Asset Management Co Inc
✚
|
NJ | 102.5 M |
|
Secure Retirement Financial & Insurance Services Corp
✚
|
CA | 102.0 M |
|
Apforia Ltd
✚
|
VA | 101.9 M |
|
TIA Wealth Management LLC
✚
|
MA | 101.5 M |
|
Fuerst Financial Group Inc
✚
|
TN | 100.9 M |
|
Infinity Investment Advisors LLC
✚
|
AL | 100.0 M |
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 99.9 M |
|
Third Sigma Investment Advisors LLC
✚
|
DE | 98.8 M |
|
Timbuktu Capital Management LLC
✚
|
MA | 98.6 M |