# Bridge Financial Strategies

> Bridge Financial Strategies is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 298134
- Filed as: BRIDGE FINANCIAL STRATEGIES
- Legal name: Bridge Financial Strategies, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298134
- AdvisorCensus page: https://advisorcensus.com/firm/bridge-financial-strategies-scottsdale-az-298134

## Quick answers

**How is Bridge Financial Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Bridge Financial Strategies reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bridge Financial Strategies located?**
Bridge Financial Strategies' principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Bridge Financial Strategies registered with the SEC or a state?**
Bridge Financial Strategies is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298134.

**How much does Bridge Financial Strategies manage?**
Bridge Financial Strategies reports $89,500,000 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**What types of clients does Bridge Financial Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (30).

**Does Bridge Financial Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298134

**What changed in Bridge Financial Strategies' recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $89,500,000
- Discretionary: $89,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $18,400,000 |
| High net worth individuals | 30 | $71,100,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bridgefinancialstrategies.com](https://bridgefinancialstrategies.com)
- Facebook @bridgefs
- LinkedIn @juliekern

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridge Financial Strategies (CRD 298134): Form ADV filing data as of October 2026.