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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-16-2023
- Office Locations
- 1
Office Locations
About Bridgeway Wealth Management, LLC
Bridgeway Wealth Management, LLC is a Cedar Rapids, Iowa registered investment adviser serving retirees, farmers, and growing families. The team builds retirement income and withdrawal strategies, provides holistic financial planning, and manages defined benefit plan investments for agricultural clients with a focus on disciplined asset allocation. Client accounts are accessible via Raymond James, and the firm also offers tax preparation services through an enrolled agent.
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Owner & Executives
Denny Joseph Stoddard
President, Senior Investment Manager
- CRD
- #2118415
- Ownership
- 75% or more
Noah Schmall
Chief Compliance Officer, INVESTMENT MANAGER
- CRD
- #7454551
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $163,500,795 | $417,094 |
| Non-Discretionary | $1,107,909 | $276,977 |
| Total | $164,608,704 | $415,679 |
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Separately Managed Accounts
Total SMA Asset: $164,608,704
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $34,225,694 | 9.3% |
| Equity - Exchange | $110,037,446 | 29.9% |
| Equity - OTC | $39,377,949 | 10.7% |
| Cash | $34,593,712 | 9.4% |
| Corporate - Investment Grade | $117,397,811 | 31.9% |
| Corporate - Non-Investment Grade | $32,385,603 | 8.8% |
| Total | $368,018,215 | 100.0% |