CRD: 332837
Bridgewise Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 115 clients, or 115 clients per representative. That equates to $309.7K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PAUL EDWARD COMPEAU
Chief Compliance Officer, Managing Member
- CRD
- #5424507
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,610,099 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,610,099 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bridgewise Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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