# Bridger Financial Services, LLC

> Bridger Financial Services, LLC is a state-registered investment advisory firm in Temecula, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 298563
- Filed as: BRIDGER FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Temecula, CA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298563
- AdvisorCensus page: https://advisorcensus.com/firm/bridger-financial-services-llc-temecula-ca-298563

## Quick answers

**How is Bridger Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bridger Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bridger Financial Services, LLC located?**
Bridger Financial Services, LLC's principal office is in Temecula, CA, according to its Form ADV.

**Is Bridger Financial Services, LLC registered with the SEC or a state?**
Bridger Financial Services, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298563.

**How much does Bridger Financial Services, LLC manage?**
Bridger Financial Services, LLC reports $40,170,900 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Bridger Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); high net worth individuals (22).

**Does Bridger Financial Services, 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/298563

## 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: $40,170,900
- Discretionary: $40,170,900
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $24,070,400 |
| High net worth individuals | 22 | $16,100,500 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridger Financial Services, LLC (CRD 298563): Form ADV filing data as of October 2026.