Bridgeworth LLC


Assets, Funds, Holdings

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Bridgeworth LLC
CRD #164100
SEC #801-76956
CIK #1691804
AUM $1.5 BB (100% Disc, 100% US, 2020-03-30)
Employees50 (100% Investors, 10% Brokers)
Address3800 Colonnade Parkway
Birmingham, AL 35243
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
GBIL 20.0
VOO 19.4
VXF 9.5
BND 9.0
IVOO 8.9
SO 57,720.0 6.4
MINT 6.4
SPSB 6.2
SPY 6.1
VTI 6.0
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Stonebridge Capital Advisors LLC
MN 1.5
Huber Financial Advisors LLC
IL 1.5
First Heartland Consultants Inc
MO 1.5
Larson Financial Group LLC
MO 1.5
Avatar Investors Associates Corp
NY 1.5
Sage Rutty & Co Inc
NY 1.5
Lucia Wealth Services LLC
CA 1.5
Equity Services Inc
VT 1.5
Stearns Financial Services Group Inc
NC 1.4
Educator's Financial Services Inc
MN 1.4
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