Bridlewood Private Wealth LLC

Overview

Bridlewood Private Wealth LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and manager selection services. It also operates as an insurance broker and lists an affiliation with an insurance company. Bridlewood describes itself as a capital allocator, though it does not identify named external alternative managers in the available materials. The firm is not positioned as an ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives