# Bridgford Wealth Advisory, LLC

> Bridgford Wealth Advisory, LLC is a state-registered investment advisory firm in Rock Island, IL, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 290871
- Filed as: BRIDGFORD WEALTH ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rock Island, IL
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290871
- AdvisorCensus page: https://advisorcensus.com/firm/bridgford-wealth-advisory-llc-rock-island-il-290871

## Quick answers

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

**Where is Bridgford Wealth Advisory, LLC located?**
Bridgford Wealth Advisory, LLC's principal office is in Rock Island, IL, according to its Form ADV.

**Is Bridgford Wealth Advisory, LLC registered with the SEC or a state?**
Bridgford Wealth Advisory, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290871.

**How much does Bridgford Wealth Advisory, LLC manage?**
Bridgford Wealth Advisory, LLC reports $15,044,845 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**What types of clients does Bridgford Wealth Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (11).

**Does Bridgford Wealth Advisory, 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/290871

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $15,044,845
- Discretionary: $15,044,845
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $5,094,987 |
| High net worth individuals | 11 | $9,112,700 |
| Charitable organizations | Fewer than 5 | $325,721 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $511,437 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bridgfordwealthadvisory.com](https://bridgfordwealthadvisory.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgford Wealth Advisory, LLC (CRD 290871): Form ADV filing data as of October 2026.