Bridgewise Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,610,099
Total clients
115
21% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
115
Average account size
$309,653
About
BridgeWise Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals (including high-net-worth clients), trusts, nonprofit and corporate entities, and retirement plans. The firm reports managing roughly $35.6 million for about 115 client relationships and also offers Assets Under Advisement services for held-away accounts.
The firm’s investment process combines fundamental, technical, and cyclical analysis and supports both active and passive strategies, often using separately managed accounts and third‑party investment advisors where appropriate. BridgeWise sponsors and administers its own wrap fee program while also offering unwrapped arrangements, giving clients the option of bundled wrap services or fee-segmented solutions.
Distinctive features include that the firm’s managing member and other investment adviser representatives are licensed insurance agents and make insurance and annuity products available through a separate practice, BridgeWise Insurance Partners LLC, with commissions earned outside the advisory fee structure; the firm does not assess its advisory fee on assets held inside those insurance products. The managing member also operates a college‑planning practice and provides community financial education, activities the firm discloses and manages separately from its advisory services.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Mid-Career Professionals
Fee options
$4,995 per comprehensive financial plan (varies by scope and complexity)
$1 - $500,000: 2.48% annually (0.62% quarterly) $500,000 - $1,000,000: 2.28% annually (0.57% quarterly) $1,000,000 - $2,000,000: 2.08% annually (0.52% quarterly) $2,000,000 - $10,000,000: 1.88% annually (0.47% quarterly) $10,000,000+: 1.78% annually (0.445% quarterly)
Insurance products sold separately on commission basis through affiliated insurance agency
$300 per hour for financial planning, consulting, and advisory services (varies by scope)
Account minimum: $250,000 (services tailored for clients with at least $250,000 in investable savings; no strict minimum required) Minimum fee: $1,000 per quarter (may be waived or negotiated) Fee-only: Unwrapped Fee arrangement not exceeding 1.48% annually with tiered rates; see tiers below; plus $50 quarterly technology fee
Main office location
Bridgewise Wealth Management
2041 E Square Lake Rd, Suite 400
Troy MI 48085, United States
Number of offices
1
Most active in
Bridgewise Wealth Management has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
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