# Bridlewood Private Wealth LLC

> Bridlewood Private Wealth LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 339324
- Filed as: BRIDLEWOOD PRIVATE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339324
- AdvisorCensus page: https://advisorcensus.com/firm/bridlewood-private-wealth-llc-339324

## Quick answers

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

**Is Bridlewood Private Wealth LLC registered with the SEC or a state?**
Bridlewood Private Wealth LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339324.

**How much does Bridlewood Private Wealth LLC manage?**
Bridlewood Private Wealth LLC reports $4,512,753 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

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

**Does Bridlewood Private Wealth 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/339324

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,512,753
- Discretionary: $4,512,753
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,512,753 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridlewood Private Wealth LLC (CRD 339324): Form ADV filing data as of October 2026.