Bridgeway Wealth Partners LLC

Search
⚲

Bridgeway Wealth Partners LLC ✚
CRD #	299810
SEC #	801-114569
CIK #
AUM
Employees	11 (82% Investors, 9% Brokers)
Phone	212-729-7908
Address	750 Lexington Avenue New York, NY 10022
Source	[IAPD] [Website]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
PE	BWAY SPV 1 LLC	[2023-03-31]	1.4	1.4
PE	BWAY SPV 2 LLC	[2023-03-31]	1.5	1.5
PE	BWAY SPV 3 LLC	[2023-03-31]	1.9	1.9

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	500	140.6
(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	4	5.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	1	1.1
(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	516	146.7
By Discretionary
Discretionary	500	140.6
Non-Discretionary	16	6.1
Total	516	146.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		146.7
Total	516	146.7

Form D Directors	# Filings	# Firms	2011 - 2025
Gilbert Dunham	5

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

Bridgeway Wealth Partners LLC

Assets, Funds, Holdings