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| Happy Holidays!! thanks for using AUM13F!! |
| Bridgewealth Advisory Group LLC
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| CRD # | 293514 |
| SEC # | 801-112758 |
| CIK # | 0001801982 |
| AUM | $740.1 M (2025-04-16) |
| Employees | 9 (67% Investors, 67% Brokers) |
| Phone | 559-432-6100 |
| Address | 986 West Alluvial Ave Fresno, CA 93711 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Security Bancshares | 10.5 | ||
| Microsoft Corp | 9.5 | ||
| Nvidia Corp | 5.1 | ||
| Apple Inc | 5.0 | ||
| Tesla Motors Inc | 4.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,694 | 312.4 |
| (b) Individuals (high net worth individuals) | 143 | 285.4 |
| (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 | 22 | 35.9 |
| (h) Charitable organizations | 0 | 2.4 |
| (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 | 40 | 104.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,903 | 740.1 |
| By Discretionary | ||
| Discretionary | 1,903 | 740.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,903 | 740.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 740.1 | |
| Total | 1,903 | 740.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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