# Bridge to Wealth LLC

> Bridge to Wealth LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 317202
- Filed as: BRIDGE TO WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317202
- AdvisorCensus page: https://advisorcensus.com/firm/bridge-to-wealth-llc-317202

## Quick answers

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

**Is Bridge to Wealth LLC registered with the SEC or a state?**
Bridge to Wealth LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317202.

**How much does Bridge to Wealth LLC manage?**
Bridge to Wealth LLC reports $22,304,030 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**What types of clients does Bridge to Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (18).

**Does Bridge to Wealth LLC 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/317202

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $22,304,030
- Discretionary: $22,304,030
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $8,151,098 |
| High net worth individuals | 18 | $14,152,932 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, LA, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgetowealthllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridge to Wealth LLC (CRD 317202): Form ADV filing data as of October 2026.