Feedback
Share
Link
Link copied!
Fund Codex
Bridgeworth Wealth Management
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Bridgeworth Wealth Management Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Birmingham, Alabama
$1.5 billion AUM
3 offices

Bridgeworth Wealth Management is based in Birmingham, Alabama and has $1.5 billion in assets under management.

Location
101 25th Street North
Birmingham, AL 35203
$1.5 billion
AUM
50
Employees
AUM Share
Link
Link copied!
Back to Top
$1,451,105,302
Assets under management
3,317 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 2,905 $605,652,963 42% $208,486
High net worth individuals 412 $816,241,165 56% $1,981,168
Pension and profit sharing plans 5 $3,015,328 0% $603,066
Charitable organizations 14 $6,633,699 0% $473,836
Other corporations or businesses 10 $19,562,147 1% $1,956,215
Employees Share
Link
Link copied!
Back to Top
50
Employees
50
Investment analysts
100% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$1,451,105,302
Assets under management
$29,022,106
AUM per employee
$29,022,106
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Bridgeworth Wealth Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Bridgeworth Wealth Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Firm data Share
Link
Link copied!
CRD number 164,100
SEC number 801-76956
Legal structure Limited Liability Company
Legal governance Alabama, United States
Latest ADV filing date April 29, 2020

Additional Funds

See all...
Paralos Asset Management
Fund: Under $1 billion
Bev-E GP Sarl
Fund: Under $1 billion
Asset Management Ventures, LLC
Fund: Under $1 billion
Afinitiv LLC
Fund: Under $1 billion
Alta Equity Partners, Inc.
Fund: Under $1 billion
JDH Wealth Management, LLC
Fund: $210,422,538
Cadinha & CO LLC
Fund: $1,766,341,127
Syverson Strege
Fund: $517,811,487

More Funds

See all...
Caption Management, LLC
Fund: $803,902,382
Helvetia Investment Advisors
Fund: $220,000,000
Southeast Financial Group
Fund: $114,946,343
Harkness Capital Management LLC
Fund: Under $1 billion
Guardian Capital LP
Fund: $12,428,958,648
JLL Partners FCH, Inc.
Fund: $80,671,174
Domani Wealth, LLC
Fund: $1,314,233,973

All of Fund Codex

See all...

Similar Funds to Bridgeworth Wealth Management

See all...
Convergent Wealth Advisors, LLC
Fund: Under $1 billion
Bridgeworth Wealth Management
Fund: $1,451,105,302
True Measure Wealth Management
Fund: $150,372,292
People's United Advisors, Inc.
Fund: $9,116,996,322
Emerson Wealth Management, LLC
Fund: $467,878,307
Umb Family Wealth, LLC
Fund: Under $1 billion
CTC Wealth Management, LLC
Fund: Under $1 billion