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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-03-2024
- Office Locations
- 2
Office Locations
About Bridge Generations Wealth Management
Bridge Generations Wealth Management is a multi-generational, family-owned, SEC-registered RIA serving high-net-worth individuals and families. The firm provides financial planning, investment management, and tax and estate planning, building personalized, agile, evidence-based portfolios and coordinating with clients’ CPAs and attorneys. Offices in Miami and Salt Lake City; custody through Schwab and Fidelity/NFS; Tamarac client portal.
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Owner & Executives
BARBARA JEAN RAY
Financial Advisor, Managing Member
- CRD
- #4635209
- Ownership
- Less than 5%
DAVID NEIL SMITH
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1357671
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Michael Eugene Allende
--
- CRD
- #7575879
Elisa Ray Schvaneveldt
Financial Advisor, General Partner
- CRD
- #7350320
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,951,837 | $552,136 |
| Non-Discretionary | $848,794 | $282,931 |
| Total | $259,800,631 | $550,425 |
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Separately Managed Accounts
Total SMA Asset: $259,800,631
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $726,459,781 | 12.0% |
| Equity - Exchange | $647,759,971 | 10.7% |
| Cash | $1,113,904,997 | 18.4% |
| Corporate - Investment Grade | $1,567,942,360 | 25.9% |
| Municipal Bonds | $1,428,704,235 | 23.6% |
| U.S. Government/Agency | $569,060,162 | 9.4% |
| Total | $6,053,831,506 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER RADIAL | LEGACY GLACIER | VP2DLTZPB | VUM | 8.72% | $22,038,214 |
| OAK SIGNAL | TIMBER FRONTIER | GJBJIWB5D | MPCP | 10.93% | $47,674,555 |
| BEACON SIGNAL | VECTOR HORIZON | UAXKX47GR | JNJVO | 6.84% | $107,985,011 |
| DELTA FUSION | ATLAS HORIZON | QJ7J6ES23 | XOCJ | 5.18% | $16,592,920 |
| MATRIX CAPITAL CAPITAL | DELTA VITAL | PHYIL6FGK | CNSD | 5.94% | $45,348,939 |
| SUMMIT TIMBER | CREST VERTEX | I46O0LNAC | SAY | 12.33% | $104,087,319 |
| FRONTIER EMBER BRIDGE | ATLAS PATHWAY | 1TQO2MMLD | QICJ | 3.00% | $5,035,083 |
| INSIGHT EAGLE OAK | ATLAS EAGLE | EM45SVBRW | NTLZB | 7.72% | $26,165,641 |