BRIDGEWORTH, LLC
Legal name: BRIDGEWORTH WEALTH MANAGEMENT
CRD #164100 SEC #801-76956 BIRMINGHAM, AL (205) 208-8700
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
0
Clients
0
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $0 | $0 | $0 | 0 | 0 |
| May 2023 | $2B | $2B | $6.9M | 60 | 6 |
| Mar 2023 | $2B | $2B | $6.9M | 60 | 6 |
| Jan 2023 | $2.2B | $2.2B | $7.3M | 61 | 17 |
| Mar 2022 | $2.2B | $2.2B | $7.3M | 61 | 17 |
| Jul 2021 | $1.9B | $1.9B | $7.3M | 56 | 13 |
| Jul 2021 | $1.9B | $1.9B | $7.3M | 56 | 13 |
| Jun 2021 | $1.9B | $1.9B | $7.3M | 56 | 13 |
| Apr 2021 | $1.9B | $1.9B | $7.3M | 56 | 13 |
| Mar 2021 | $1.9B | $1.9B | $3.6M | 56 | 13 |
| Jul 2020 | $1.5B | $1.4B | $3.4M | 50 | 50 |
| Jun 2020 | $1.5B | $1.4B | $3.4M | 50 | 50 |
| Apr 2020 | $1.5B | $1.4B | $3.4M | 50 | 50 |
| Mar 2020 | $1.5B | $1.4B | $3.4M | 50 | 50 |
| Apr 2019 | $1.3B | $1.3B | $3.5M | 50 | 16 |
| Mar 2019 | $1.3B | $1.3B | $3.5M | 50 | 16 |
| Nov 2018 | $1.2B | $1.2B | $6.1M | 50 | 0 |
| May 2018 | $1.2B | $1.2B | $6.1M | 50 | 0 |
| Mar 2018 | $1.2B | $1.2B | $6.1M | 50 | 0 |
| Mar 2017 | $830.9M | $824.5M | $6.4M | 53 | 2,327 |
| Oct 2016 | $786.6M | $780.4M | $6.3M | 56 | 2,600 |
| Aug 2016 | $726M | $720.4M | $5.6M | 56 | 2,600 |
| Apr 2016 | $726M | $720.4M | $5.6M | 56 | 2,600 |
| Mar 2016 | $726M | $720.4M | $5.6M | 56 | 2,600 |
| Dec 2015 | $703.8M | $695.7M | $8.1M | 46 | 2,600 |
| Sep 2015 | $597.3M | $588.1M | $9.1M | 46 | 2,600 |
| Sep 2015 | $597.3M | $588.1M | $9.1M | 46 | 2,600 |
| May 2015 | $597.3M | $588.1M | $9.1M | 46 | 2,600 |
| Mar 2015 | $597.3M | $588.1M | $9.1M | 46 | 2,600 |
| Mar 2015 | $597.3M | $588.1M | $9.1M | 46 | 2,600 |
| Mar 2015 | $597.3M | $588.1M | $9.1M | 46 | 2,600 |
| Jan 2015 | $573.1M | $562.6M | $10.5M | 49 | 2,500 |
| Oct 2014 | $573.1M | $562.6M | $10.5M | 49 | 2,500 |
| Apr 2014 | $414.9M | $401.6M | $13.3M | 49 | 2,500 |
| Apr 2014 | $414.9M | $401.6M | $13.3M | 49 | 2,500 |
| Mar 2014 | $414.9M | $401.6M | $13.3M | 49 | 2,500 |
| Aug 2013 | $315M | $298.1M | $16.9M | 40 | 1,400 |
| May 2013 | $315M | $298.1M | $16.9M | 40 | 1,400 |
| Mar 2013 | $315M | $298.1M | $16.9M | 40 | 1,400 |
| Feb 2013 | $315M | $298.1M | $16.9M | 40 | 1,400 |
| Jan 2013 | $315M | $298.1M | $16.9M | 40 | 1,400 |
| Jan 2013 | $315M | $298.1M | $16.9M | 40 | 1,400 |
| Jan 2013 | $295.8M | $277.5M | $18.3M | 13 | 0 |
| Dec 2012 | $295.8M | $277.5M | $18.3M | 13 | 0 |
| Dec 2012 | $295.8M | $277.5M | $18.3M | 13 | 0 |
| Nov 2012 | $295.8M | $277.5M | $18.3M | 13 | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateMay 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$6.9M
Employees60
Clients6
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$6.9M
Employees60
Clients6
DateJan 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$7.3M
Employees61
Clients17
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$7.3M
Employees61
Clients17
DateJul 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$7.3M
Employees56
Clients13
DateJul 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$7.3M
Employees56
Clients13
DateJun 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$7.3M
Employees56
Clients13
DateApr 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$7.3M
Employees56
Clients13
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$3.6M
Employees56
Clients13
DateJul 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$3.4M
Employees50
Clients50
DateJun 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$3.4M
Employees50
Clients50
DateApr 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$3.4M
Employees50
Clients50
DateMar 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$3.4M
Employees50
Clients50
DateApr 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$3.5M
Employees50
Clients16
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$3.5M
Employees50
Clients16
DateNov 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6.1M
Employees50
Clients0
DateMay 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6.1M
Employees50
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6.1M
Employees50
Clients0
DateMar 2017
Total AUM$830.9M
Discretionary$824.5M
Non-Disc.$6.4M
Employees53
Clients2,327
DateOct 2016
Total AUM$786.6M
Discretionary$780.4M
Non-Disc.$6.3M
Employees56
Clients2,600
DateAug 2016
Total AUM$726M
Discretionary$720.4M
Non-Disc.$5.6M
Employees56
Clients2,600
DateApr 2016
Total AUM$726M
Discretionary$720.4M
Non-Disc.$5.6M
Employees56
Clients2,600
DateMar 2016
Total AUM$726M
Discretionary$720.4M
Non-Disc.$5.6M
Employees56
Clients2,600
DateDec 2015
Total AUM$703.8M
Discretionary$695.7M
Non-Disc.$8.1M
Employees46
Clients2,600
DateSep 2015
Total AUM$597.3M
Discretionary$588.1M
Non-Disc.$9.1M
Employees46
Clients2,600
DateSep 2015
Total AUM$597.3M
Discretionary$588.1M
Non-Disc.$9.1M
Employees46
Clients2,600
DateMay 2015
Total AUM$597.3M
Discretionary$588.1M
Non-Disc.$9.1M
Employees46
Clients2,600
DateMar 2015
Total AUM$597.3M
Discretionary$588.1M
Non-Disc.$9.1M
Employees46
Clients2,600
DateMar 2015
Total AUM$597.3M
Discretionary$588.1M
Non-Disc.$9.1M
Employees46
Clients2,600
DateMar 2015
Total AUM$597.3M
Discretionary$588.1M
Non-Disc.$9.1M
Employees46
Clients2,600
DateJan 2015
Total AUM$573.1M
Discretionary$562.6M
Non-Disc.$10.5M
Employees49
Clients2,500
DateOct 2014
Total AUM$573.1M
Discretionary$562.6M
Non-Disc.$10.5M
Employees49
Clients2,500
DateApr 2014
Total AUM$414.9M
Discretionary$401.6M
Non-Disc.$13.3M
Employees49
Clients2,500
DateApr 2014
Total AUM$414.9M
Discretionary$401.6M
Non-Disc.$13.3M
Employees49
Clients2,500
DateMar 2014
Total AUM$414.9M
Discretionary$401.6M
Non-Disc.$13.3M
Employees49
Clients2,500
DateAug 2013
Total AUM$315M
Discretionary$298.1M
Non-Disc.$16.9M
Employees40
Clients1,400
DateMay 2013
Total AUM$315M
Discretionary$298.1M
Non-Disc.$16.9M
Employees40
Clients1,400
DateMar 2013
Total AUM$315M
Discretionary$298.1M
Non-Disc.$16.9M
Employees40
Clients1,400
DateFeb 2013
Total AUM$315M
Discretionary$298.1M
Non-Disc.$16.9M
Employees40
Clients1,400
DateJan 2013
Total AUM$315M
Discretionary$298.1M
Non-Disc.$16.9M
Employees40
Clients1,400
DateJan 2013
Total AUM$315M
Discretionary$298.1M
Non-Disc.$16.9M
Employees40
Clients1,400
DateJan 2013
Total AUM$295.8M
Discretionary$277.5M
Non-Disc.$18.3M
Employees13
Clients0
DateDec 2012
Total AUM$295.8M
Discretionary$277.5M
Non-Disc.$18.3M
Employees13
Clients0
DateDec 2012
Total AUM$295.8M
Discretionary$277.5M
Non-Disc.$18.3M
Employees13
Clients0
DateNov 2012
Total AUM$295.8M
Discretionary$277.5M
Non-Disc.$18.3M
Employees13
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0