Bridgeway Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$164,608,704
Total clients
248
48% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
124
Average account size
$663,745
About
Bridgeway Wealth Management provides financial planning, consulting, and both discretionary and non‑discretionary investment management to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm offers project‑based and ongoing planning engagements in addition to portfolio management for individual clients of varying wealth levels.
Portfolios are constructed from a mix of stocks, bonds, ETFs, ETNs, closed‑end and mutual funds, structured notes and alternative investments, with asset allocation tailored to each client’s risk tolerance, time horizon and liquidity needs. The firm frequently implements strategies by selecting Independent Managers and principally delivers investment management through Raymond James wrap fee programs, including the Ambassador Program, under both discretionary and non‑discretionary mandates.
Notable features that distinguish the firm from many peers are its affiliation with a licensed attorney who maintains a separate law practice and may serve as legal counsel to some clients under separate engagements, and its role as an investment manager within wrap fee programs. The firm also participates in and receives educational and administrative support tied to its custodian relationship, including access to custodian‑sponsored educational events and technology, which can create conflicts of interest different from those at many similarly sized advisers.
Client services
Expertise
Fee options
Fixed fees may be charged for financial planning or consulting projects; specifics vary.
0.50% – 1.50% annually (varies based on portfolio size, composition, services, and service provider)
Insurance products offered by supervised persons on a commission basis separately from advisory fees.
$500 to $2,000 per hour, negotiable depending on scope and professional.
Account minimum: $1,000
Main office location
Bridgeway Wealth Management, LLC
1909 51 St Street Ne
Cedar Rapids IA 52402, United States
Number of offices
2
Most active in
Arizona · Florida · Illinois · Iowa · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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