CRD: 332837
Bridgewise Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-13-2024
- Office Locations
- 1
Office Locations
About Bridgewise Wealth Management
BridgeWise Wealth Management is a Michigan registered investment advisor affiliated with BridgeWise Financial Partners, focused on retirement and late-stage college planning for families. The firm provides cash-flow and retirement needs analysis, Social Security timing, income and IRA/401(k) distribution strategies, and debt/mortgage and balance-sheet reviews, and runs free educational workshops. Portfolios are primarily implemented with ETFs and custody includes Charles Schwab.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL EDWARD COMPEAU
Chief Compliance Officer, Managing Member
- CRD
- #5424507
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,610,099 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,610,099 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing