{
  "crd_number": 331683,
  "slug": "bridge-generations-wealth-management-south-miami-fl-331683",
  "primary_business_name": "BRIDGE GENERATIONS WEALTH MANAGEMENT",
  "legal_name": "BRIDGE GENERATIONS WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "South Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-03",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 259800631.0,
  "raum_discretionary": 258951837.0,
  "raum_non_discretionary": 848794.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 230909343.0,
      "count": 100
    },
    "high_net_worth_individuals": {
      "raum": 28891288.0,
      "count": 71
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "TX",
    "UT"
  ],
  "websites": [
    "https://bridgewm.com",
    "https://linkedin.com/company/bridge-generations-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331683",
  "city_as_filed": "SOUTH MIAMI",
  "url": "https://advisorcensus.com/firm/bridge-generations-wealth-management-south-miami-fl-331683",
  "display_name": "Bridge Generations Wealth Management",
  "summary": "Bridge Generations Wealth Management is an SEC-registered investment advisory firm in South Miami, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Bridge Generations Wealth Management (CRD 331683): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Bridge Generations Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bridge Generations Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Bridge Generations Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $500 an hour (financial planning and consulting services as described in the wealth…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bridge Generations Wealth Management located?",
      "a": "Bridge Generations Wealth Management's principal office is in South Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Bridge Generations Wealth Management registered with the SEC or a state?",
      "a": "Bridge Generations Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331683."
    },
    {
      "q": "How much does Bridge Generations Wealth Management manage?",
      "a": "Bridge Generations Wealth Management reports $259,800,631 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bridge Generations Wealth Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Bridge Generations Wealth Management: Regulatory assets under management: $0 in the October 2024 data and $259,800,631 in the October 2026 data. Total employees: 6 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bridge Generations Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (71)."
    },
    {
      "q": "Which custodians does Bridge Generations Wealth Management use?",
      "a": "Bridge Generations Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bridge Generations Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331683"
    },
    {
      "q": "What changed in Bridge Generations Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $288,941,649 to $259,800,631 (-10%). Registered or notice-filed in CA, CO."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 288941649.0,
      "total_employees": 8,
      "filing_date": "2025-05-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 259800631.0,
      "total_employees": 7,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $288,941,649 to $259,800,631 (-10%).",
        "Registered or notice-filed in CA, CO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (financial planning and consulting services as described in the wealth…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (financial planning and consulting services as described in the wealth…)"
        ],
        "quotes": [
          "Upon client request, BGWM may agree to charge an hourly fee of $500 for to provide financial planning and consulting services as described in the wealth management section above, and other special projects not involving portfolio management."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services as described in the wealth management section above, and other special projec"
        }
      ]
    },
    "quotes": [
      "Upon client request, BGWM may agree to charge an hourly fee of $500 for to provide financial planning and consulting services as described in the wealth management section above, and other special projects not involving portfolio management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bridge-generations-wealth-management-south-miami-fl-331683.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 100,
      "fewer_than_5": false,
      "raum": 230909343.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 71,
      "fewer_than_5": false,
      "raum": 28891288.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331683",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}