$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
98 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital pioneer
- Established Date
- 12-14-2017
- Office Locations
- 1
Office Locations
-- Orange Beach AL
About Bridgeworks Asset Management, LLC
Bridgeworks Asset Management, LLC is a boutique RIA in Orange Beach, AL providing asset management for retail clients. Portfolios are implemented primarily through ETF-based SMAs (with modest cash allocations) and custody is held at Charles Schwab. The firm is led by managing member and CCO Christopher Grant Bales.
Team overview
54 AVG AGE
$9.5M AVG AUM / ADVISOR
$96.9K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Pioneer
Client Personas
Element
Custodian
Momentum Pioneer wave
Investment Themes
Catalyst Quantum
Investment Vehicles
Momentum
Services
Harbor wave Radial Glacier Frontier Horizon Ember legacy North prime Alpha quantum Quantum catalyst Vertex
Technology
Pathway
Owner & Executives
CHRISTOPHER GRANT BALES
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5918445
- Ownership
- 75% or more
(620) 404-4083
beacon.harbor@legacycapital.com
in linkedin.com/in/north-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,500,000
Equity - Exchange:
48.9% Cash:
51.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $511,157,707 | 48.9% |
| Cash | $534,154,577 | 51.1% |
| Total | $1,045,312,284 | 100.0% |