$22.3M Total AUM
$22.3M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2022
- Office Locations
- 1
Office Locations
-- Corinth TX
About Bridge TO Wealth LLC
Tooth & Coin Wealth is a CFP®-led financial planning firm focused on dentists (often ages 30–50) navigating early practice ownership. It provides personalized, strategic planning and ongoing advice, using the Elements financial monitoring scorecard to track risk, asset mix, and progress toward making work optional. Custodied at Charles Schwab & Co.
Team overview
-- AVG AGE
$22.3M AVG AUM / ADVISOR
$371.7K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Joseph Michael Rugger
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #7300630
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,304,030 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,304,030 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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