B
$868.9M Total AUM
$868.9M Disc. AUM
27.4% 3Y CAGR
10 Employees
794 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Meridian quantumPioneer pioneer
- Established Date
- 04-02-2018
- Office Locations
- 1
Office Locations
986 West Alluvial Ave. Suite 101 Fresno CA
About Bridgewealth Advisory Group, LLC
Bridgewealth Advisory Group is a Fresno, CA RIA providing tailored wealth and investment management and comprehensive financial planning, with an emphasis on tax-efficient portfolio construction and goal-based advice. The team works with individuals and entrepreneurs, using a mix of mutual funds, ETFs, and fixed income alongside retirement, estate, and tax planning. Custodied with Pershing.
Team overview
45 AVG AGE
$173.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.6 yrs AVG TENURE
10 Employees
5 Advisory Reps
5 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Timber Wave crest Value Frontier atlas Vital Unison Momentum meridian
Client Personas
Radial
Custodian
North fusion
Investment Themes
Fusion Prime Legacy element North value
Investment Vehicles
Vital Optima Focus element Vector oak
Platform
Catalyst momentum
Services
Pioneer Timber pathway Crest pioneer Pathway Summit vertex Peak fusion Bridge Element Value meridian Wave foundation North Harbor oak
Technology
Eagle Catalyst
Owner & Executives
J
JOSHUA ALLEN CARPENTER
Managing Member
- CRD
- #4194303
- Ownership
- 25% but less than 50%
(549) 243-1999
eagle.eagle@pioneercapital.com
in linkedin.com/in/horizon-meridian
D
DEREK JAMES ELROD
Managing Member
- CRD
- #4793202
- Ownership
- 25% but less than 50%
(925) 300-1753
horizon.ember@unisoncapital.com
in linkedin.com/in/insight-catalyst
H
Harbor vital
Atlas alpha
- CRD
- #63287
- Ownership
- 15.5%
(697) 984-9913
harbor.frontier@primecapital.com
in linkedin.com/in/horizon-vital
Showing 2 of 3 owners & executives
Unlock allContacts
ROGER WILLIAM BYRD
--
- CRD
- #1738616
(971) 434-6759
optima.horizon@meridiancapital.com
in linkedin.com/in/capital-foundation
Anna L Wilkin
--
- CRD
- #6272037
(841) 452-5765
foundation.peak@meridiancapital.com
in linkedin.com/in/frontier-foundation
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $868,922,370 | $371,652 |
| Non-Discretionary | $0 | -- |
| Total | $868,922,370 | $371,652 |
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Separately Managed Accounts
Total SMA Asset: $868,922,370
Public Funds:
17.2% Municipal Bonds:
14.5% Equity - Exchange:
10.7% U.S. Government/Agency:
17.1% Cash:
21.9% Corporate - Investment Grade:
6.2% Other:
12.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $326,586,381 | 17.2% |
| Municipal Bonds | $275,319,914 | 14.5% |
| Equity - Exchange | $203,167,109 | 10.7% |
| U.S. Government/Agency | $324,687,623 | 17.1% |
| Cash | $415,828,008 | 21.9% |
| Corporate - Investment Grade | $117,722,998 | 6.2% |
| Other | $235,445,994 | 12.4% |
| Total | $1,898,758,027 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH PRIME FOCUS | FOCUS WAVE | TZ1O90N17 | UVXKE | 10.33% | $116,421,651 |
| PIONEER WAVE | OAK MATRIX | ZLZC4ZRKB | LMGQO | 12.04% | $53,094,977 |
| DELTA RADIAL | FOUNDATION SIGNAL | 0V8UTS1ZQ | XGJN | 12.59% | $111,826,029 |
| ALPHA PRIME HORIZON | CATALYST PEAK | 58QL0Q4KJ | BXARL | 3.36% | $118,140,001 |
| FUSION ATLAS GLACIER | OAK DELTA | 59OQYV1VO | JWMLN | 6.03% | $66,969,364 |
| ATLAS EMBER WAVE | FOCUS VERTEX | YHX64BWNK | YVN | 10.19% | $108,877,388 |
| HARBOR QUANTUM | RADIAL UNISON | JTNP2FNOJ | QJO | 5.86% | $90,615,354 |
| PEAK VALUE | VERTEX CAPITAL | K9Q8178D3 | PMX | 0.80% | $87,500,922 |