BRIDGEWAY WEALTH MANAGEMENT, LLC

Overview

Bridgeway Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm serves a mix of individual and family clients as well as institutional relationships, operating under an owner-type classified as individual. Its advisory offering centers on financial planning, portfolio management for individuals, small businesses and institutions, and educational seminars and workshops. Compensation is delivered through a combination of percentage-of-AUM fees, hourly charges and fixed fees. Portfolio activity is concentrated in public funds and mutual funds, which represent the single largest asset type on the books. The firm reports that it is not a capital allocator, meaning it sources investment exposure primarily through externally managed vehicles rather than running in-house private funds. Bridgeway is not positioned as an active ESG investor. An industry affiliation with a law firm is listed, which may reflect tax, estate or legal planning support integrated into client service. Because most assets are managed on a discretionary basis, Bridgeway operates with a traditional adviser-managed portfolio model, using third-party fund managers and custodial relationships rather than a broker-dealer or wirehouse platform model.

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