Bridgewise Wealth Management

Overview

Bridgewise Wealth Management is an independent, owner-operated limited liability company that advises individuals and families. The firm acts as a capital allocator and combines financial planning with portfolio management for individuals and small businesses; it also provides selection-of-other-advisers services. Bridgewise operates an insurance brokerage as part of its business activities and charges clients through a mix of percentage-of-AUM fees, hourly fees, and fixed fees. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices