BRIDGEWEALTH ADVISORY GROUP, LLC
CRD #293514 SEC #801-112758 FRESNO, CA (559) 432-6100
SEC Registered
Total AUM
$740.1M
Discretionary
$740.1M
Employees
9
Clients
251
Accounts
1,903
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $740.1M | $740.1M | $0 | 9 | 1 |
| Mar 2025 | $740.1M | $740.1M | $0 | 9 | 1 |
| Aug 2024 | $530.1M | $530.1M | $0 | 8 | 0 |
| Jun 2024 | $530.1M | $530.1M | $0 | 8 | 0 |
| Mar 2024 | $530.1M | $530.1M | $0 | 8 | 0 |
| Oct 2023 | $410.9M | $410.9M | $0 | 8 | 0 |
| Apr 2023 | $410.9M | $410.9M | $0 | 8 | 0 |
| Mar 2023 | $410.9M | $410.9M | $0 | 8 | 0 |
| Nov 2022 | $387.4M | $387.4M | $0 | 6 | 0 |
| Oct 2022 | $387.4M | $387.4M | $0 | 6 | 0 |
| Mar 2022 | $387.4M | $387.4M | $0 | 6 | 0 |
| Mar 2022 | $387.4M | $387.4M | $0 | 6 | 0 |
| Apr 2021 | $360.6M | $360.6M | $0 | 3 | 0 |
| Mar 2021 | $360.6M | $360.6M | $0 | 3 | 0 |
| Dec 2020 | $310.9M | $310.9M | $0 | 6 | 0 |
| Sep 2020 | $310.9M | $310.9M | $0 | 6 | 0 |
| Jul 2020 | $310.9M | $310.9M | $0 | 6 | 0 |
| Jun 2020 | $310.9M | $310.9M | $0 | 6 | 0 |
| Apr 2020 | $310.9M | $310.9M | $0 | 6 | 0 |
| Mar 2020 | $310.9M | $310.9M | $0 | 6 | 0 |
| Mar 2019 | $248.7M | $248.7M | $0 | 5 | 0 |
| Aug 2018 | $120.2M | $120.2M | $0 | 5 | 0 |
| Aug 2018 | $120.2M | $120.2M | $0 | 5 | 0 |
| May 2018 | $0 | $0 | $0 | 5 | 0 |
| Mar 2018 | $0 | $0 | $0 | 5 | 0 |
| Mar 2018 | $0 | $0 | $0 | 5 | 0 |
DateApr 2025
Total AUM$740.1M
Discretionary$740.1M
Non-Disc.$0
Employees9
Clients1
DateMar 2025
Total AUM$740.1M
Discretionary$740.1M
Non-Disc.$0
Employees9
Clients1
DateAug 2024
Total AUM$530.1M
Discretionary$530.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2024
Total AUM$530.1M
Discretionary$530.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$530.1M
Discretionary$530.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$410.9M
Discretionary$410.9M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$410.9M
Discretionary$410.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$410.9M
Discretionary$410.9M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$387.4M
Discretionary$387.4M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$387.4M
Discretionary$387.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$387.4M
Discretionary$387.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$387.4M
Discretionary$387.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$360.6M
Discretionary$360.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$360.6M
Discretionary$360.6M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$248.7M
Discretionary$248.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0