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| Bridgewealth Advisory Group LLC
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|---|---|
| CRD # | 293514 |
| SEC # | 801-112758 |
| CIK # | 0001801982 |
| AUM | 868.9 M (2026-03-30) |
| Employees | 10 (50% Investors, 50% Brokers) |
| Phone | 559-432-6100 |
| Address | 986 West Alluvial Ave Fresno, CA 93711 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.2 | ||
| Apple Inc | 6.2 | ||
| Nvidia Corp | 5.4 | ||
| Tesla Motors Inc | 5.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 553 | 136.0 |
| (b) Individuals (high net worth individuals) | 170 | 551.2 |
| (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 | 25 | 41.8 |
| (h) Charitable organizations | 0 | 1.9 |
| (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 | 45 | 137.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,338 | 868.9 |
| By Discretionary | ||
| Discretionary | 2,338 | 868.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,338 | 868.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 868.9 | |
| Total | 2,338 | 868.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801982] | |
| SC 13G | [0001801982] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Bridgewealth Advisory Group LLC | United Security Bancshares | [2020-02-12] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
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