{
  "crd_number": 293514,
  "slug": "bridgewealth-advisory-group-llc-fresno-ca-293514",
  "primary_business_name": "BRIDGEWEALTH ADVISORY GROUP, LLC",
  "legal_name": "BRIDGEWEALTH ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Fresno",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "23420",
  "metro": {
    "cbsa_code": "23420",
    "common_name": "Fresno",
    "msa_name": "Fresno, CA",
    "path": "/advisors/ca/fresno"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-02",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 868922370.0,
  "raum_discretionary": 868922370.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1928530.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 136024640.0,
      "count": 553
    },
    "pension_profit_sharing": {
      "raum": 41794012.0,
      "count": 25
    },
    "high_net_worth_individuals": {
      "raum": 551244737.0,
      "count": 170
    },
    "corporations_other_businesses": {
      "raum": 137930451.0,
      "count": 45
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "ID",
    "LA",
    "NH",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://bridgewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293514",
  "city_as_filed": "FRESNO",
  "url": "https://advisorcensus.com/firm/bridgewealth-advisory-group-llc-fresno-ca-293514",
  "display_name": "Bridgewealth Advisory Group, LLC",
  "summary": "Bridgewealth Advisory Group, LLC is an SEC-registered investment advisory firm in Fresno, CA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Bridgewealth Advisory Group, LLC (CRD 293514): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bridgewealth Advisory Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bridgewealth Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Bridgewealth Advisory Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bridgewealth Advisory Group, LLC located?",
      "a": "Bridgewealth Advisory Group, LLC's principal office is in Fresno, CA, according to its Form ADV."
    },
    {
      "q": "Is Bridgewealth Advisory Group, LLC registered with the SEC or a state?",
      "a": "Bridgewealth Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293514."
    },
    {
      "q": "How much does Bridgewealth Advisory Group, LLC manage?",
      "a": "Bridgewealth Advisory Group, LLC reports $868,922,370 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bridgewealth Advisory Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bridgewealth Advisory Group, LLC: Regulatory assets under management: $360,554,511 in the October 2021 data and $868,922,370 in the October 2026 data, up 141%. Total employees: 3 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bridgewealth Advisory Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (553); high net worth individuals (170); corporations or other businesses not listed above (45)."
    },
    {
      "q": "Which custodians does Bridgewealth Advisory Group, LLC use?",
      "a": "Bridgewealth Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bridgewealth Advisory Group, LLC report any disciplinary disclosures?",
      "a": "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/293514"
    },
    {
      "q": "What changed in Bridgewealth Advisory Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $740,120,367 to $868,922,370 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 360554511.0,
      "total_employees": 3,
      "filing_date": "2021-04-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 387390703.0,
      "total_employees": 6,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 410863694.0,
      "total_employees": 8,
      "filing_date": "2023-04-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 530126567.0,
      "total_employees": 8,
      "filing_date": "2024-08-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 740120367.0,
      "total_employees": 9,
      "filing_date": "2025-04-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 868922370.0,
      "total_employees": 10,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Regulatory assets under management went from $740,120,367 to $868,922,370 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.75% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our Retirement Plan Consulting services are billed on a fee based on the percentage of plan assets. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Fees will not exceed 1.75% of plan assets."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.75,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our Retirement Plan Consulting services are billed on a fee based on the percentage of plan assets. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Fees will not exceed 1.75% of plan assets."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bridgewealth-advisory-group-llc-fresno-ca-293514.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 553,
      "fewer_than_5": false,
      "raum": 136024640.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 170,
      "fewer_than_5": false,
      "raum": 551244737.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 25,
      "fewer_than_5": false,
      "raum": 41794012.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1928530.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 45,
      "fewer_than_5": false,
      "raum": 137930451.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293514",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}