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Bridlewood Private Wealth LLC

Bridlewood Private Wealth LLC. CRD 339324

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CRD: 339324

Bridlewood Private Wealth LLC

Shrewsbury, NJ
7326872271
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Altruist · RBC · Truist Bank
Clients
Retail
Platforms
--
Established Date
01-08-2026
Office Locations
1

Office Locations

-- Shrewsbury NJ

About Bridlewood Private Wealth LLC

Bridlewood Private Wealth LLC is a Shrewsbury-based RIA. The firm has been operating for 0 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and RBC. Services offered include Asset Management, Financial Planning, Insurance.

Team overview

-- AVG AGE
$4.5M AVG AUM / ADVISOR
$410.3K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Unison

Client Personas

Crest

Investment Themes

Focus eagle Oak

Investment Vehicles

Fusion glacier

Services

Value wave Crest Fusion alpha

Owner & Executives

Ryan Allen Seewald

Ryan Allen Seewald

Chief Compliance Officer, Managing Member

CRD
#6660038
Ownership
75% or more
(926) 593-6374
horizon.vector@pathwaycapital.com
in linkedin.com/in/vector-fusion

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,512,753 --
Non-Discretionary $0 --
Total $4,512,753 --

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Separately Managed Accounts

Total SMA Asset: $4,512,753

$4.5M Total SMA
Equity - Exchange:
26.2%
Municipal Bonds:
15.3%
U.S. Government/Agency:
26.8%
Public Funds:
31.7%
Asset class Assets Assets %
Equity - Exchange $252,469,385 26.2%
Municipal Bonds $147,434,412 15.3%
U.S. Government/Agency $258,251,126 26.8%
Public Funds $305,468,683 31.7%
Total $963,623,606 100.0%

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