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| Happy Holidays!! thanks for using AUM13F!! |
| Bridgeway Wealth Management LLC
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|---|---|
| CRD # | 326547 |
| SEC # | 801-128190 |
| CIK # | |
| AUM | $151.5 M (2025-01-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 319-393-6535 |
| Address | 1909 51st Street NE Cedar Rapids, IA 52402 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 30.4 |
| (b) Individuals (high net worth individuals) | 111 | 116.0 |
| (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 | 8 | 0.9 |
| (h) Charitable organizations | 0 | 4.0 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 382 | 151.5 |
| By Discretionary | ||
| Discretionary | 378 | 150.8 |
| Non-Discretionary | 4 | 0.6 |
| Total | 382 | 151.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.5 | |
| Total | 382 | 151.5 |
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|---|---|---|
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ID | 0.2 |
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0.2 | |
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Crossover Capital Brands LLC
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Gilbert Greg RIA LLC
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