# Bridgelane Financial

> Bridgelane Financial is a state-registered investment advisory firm in San Francisco, CA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 299091
- Filed as: BRIDGELANE FINANCIAL
- Legal name: Bridgelane Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299091
- AdvisorCensus page: https://advisorcensus.com/firm/bridgelane-financial-san-francisco-ca-299091

## Quick answers

**How is Bridgelane Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Bridgelane Financial 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.

**Where is Bridgelane Financial located?**
Bridgelane Financial's principal office is in San Francisco, CA, according to its Form ADV.

**Is Bridgelane Financial registered with the SEC or a state?**
Bridgelane Financial is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 299091.

**How much does Bridgelane Financial manage?**
Bridgelane Financial reports $2,333,866 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (36% discretionary).

**What types of clients does Bridgelane Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); corporations or other businesses not listed above (1).

**Does Bridgelane Financial 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/299091

## 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: $2,333,866
- Discretionary: $850,365
- Non-discretionary: $1,483,501

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $850,365 |
| Corporations or other businesses not listed above | 1 | $1,483,501 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgelanefinancial.com
- Facebook @MaureenReckerFinancialPlanner

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgelane Financial (CRD 299091): Form ADV filing data as of October 2026.