# Bridge Generations Wealth Management

> 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.

- CRD: 331683
- Filed as: BRIDGE GENERATIONS WEALTH MANAGEMENT
- Legal name: Bridge Generations Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331683
- AdvisorCensus page: https://advisorcensus.com/firm/bridge-generations-wealth-management-south-miami-fl-331683

## Quick answers

**How is Bridge Generations Wealth Management compensated?**
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.

**How much does Bridge Generations Wealth Management charge?**
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.

**Where is Bridge Generations Wealth Management located?**
Bridge Generations Wealth Management's principal office is in South Miami, FL, according to its Form ADV.

**Is Bridge Generations Wealth Management registered with the SEC or a state?**
Bridge Generations Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331683.

**How much does Bridge Generations Wealth Management manage?**
Bridge Generations Wealth Management reports $259,800,631 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Bridge Generations Wealth Management's assets and staff changed since 2024?**
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.

**What types of clients does Bridge Generations Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (71).

**Which custodians does Bridge Generations Wealth Management use?**
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.

**Does Bridge Generations Wealth Management report any disciplinary disclosures?**
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

**What changed in Bridge Generations Wealth Management's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Hourly rate: $500 an hour (financial planning and consulting services as described in the wealth…)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $259,800,631
- Discretionary: $258,951,837
- Non-discretionary: $848,794

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $230,909,343 |
| High net worth individuals | 71 | $28,891,288 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgewm.com
- LinkedIn @bridge-generations-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 6 | September 10, 2024 |
| October 2025 | $288,941,649 | 8 | May 8, 2025 |
| October 2026 | $259,800,631 | 7 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $288,941,649 to $259,800,631 (-10%).
- Registered or notice-filed in CA, CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridge Generations Wealth Management (CRD 331683): Form ADV filing data as of October 2026.