Bridge Generations Wealth Management

RIASEC RegisteredEst. 2024
Total AUM
$260M
Discretionary
$259M
100% of AUM
Avg account
$550K
Accounts
472
Employees
7
Advisory reps
4

Firm details

Headquarters
South Miami, Florida
CRD number
331683
Registered since
July 3, 2024
Website
bridgewm.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals88.88%
  • HNWI11.12%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bridge Generations Wealth Management is an independent, SEC-registered registered investment adviser formed as an LLC in 2024 that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its revenue model combines percentage-of-AUM fees with hourly charges. Bridge Generations reports it does not position itself as a capital allocator, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 10%, Cash & Cash Equivalents 3%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

3 of 4
  • Michael Allende

    Michael Allende

    Operations ManagerCRD 7575879

  • David Smith

    David Smith

    Co-FounderCRD 1357671

  • Elisa Schvaneveldt

    Elisa Schvaneveldt

    Senior Financial AdvisorCRD 7350320

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 34

Active vs passive

$215M in ETFs

Passive

37%

$79.3M

Active

63%

$136M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$34.3M772,25615.90%
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Location

Primary office

South Miami, FL

Miami Dade

Location

South Miami, FL

Headquartered in South Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
5966 S Dixie Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth