# Bridgeway Wealth Management, LLC

> Bridgeway Wealth Management, LLC is an SEC-registered investment advisory firm in Cedar Rapids, IA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 326547
- Filed as: BRIDGEWAY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cedar Rapids, IA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326547
- AdvisorCensus page: https://advisorcensus.com/firm/bridgeway-wealth-management-llc-cedar-rapids-ia-326547

## Quick answers

**How is Bridgeway Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bridgeway Wealth Management, 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.

**Where is Bridgeway Wealth Management, LLC located?**
Bridgeway Wealth Management, LLC's principal office is in Cedar Rapids, IA, according to its Form ADV.

**Is Bridgeway Wealth Management, LLC registered with the SEC or a state?**
Bridgeway Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326547.

**How much does Bridgeway Wealth Management, LLC manage?**
Bridgeway Wealth Management, LLC reports $164,608,704 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (99% discretionary).

**How have Bridgeway Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Bridgeway Wealth Management, LLC: Regulatory assets under management: $0 in the October 2023 data and $164,608,704 in the October 2026 data. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bridgeway Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (118); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Bridgeway Wealth Management, LLC use?**
Bridgeway Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bridgeway Wealth Management, LLC 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/326547

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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: $164,608,704
- Discretionary: $163,500,795
- Non-discretionary: $1,107,909

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $26,325,947 |
| High net worth individuals | 118 | $134,238,789 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $1,354,324 |
| Charitable organizations | Fewer than 5 | $2,538,856 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $150,788 |
| Other | 0 | $0 |

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, FL, IA, IL, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgewaywm.com
- Facebook facebook.com
- LinkedIn @bridgeway-wealth-management-llc
- YouTube @UCnHdOrc0IG9tFsA_IITZBRA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 2 | June 29, 2023 |
| October 2024 | $143,963,518 | 2 | April 15, 2024 |
| October 2025 | $151,481,945 | 2 | January 15, 2025 |
| October 2026 | $164,608,704 | 2 | February 27, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $164,608,704 in the October 2026 data.
Total employees: 2 in October 2023 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgeway Wealth Management, LLC (CRD 326547): Form ADV filing data as of October 2026.