BRIDGEWAY WEALTH PARTNERS, LLC
CRD #299810 SEC #801-114569 NEW YORK, NY 212-729-7908
SEC Registered Private Funds
Total AUM
$146.7M
Discretionary
$140.6M
Employees
11
Clients
1
Accounts
516
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $146.7M | $140.6M | $6.1M | 11 | 0 |
| Mar 2023 | $120.1M | $120.1M | $0 | 13 | 0 |
| Apr 2022 | $120.1M | $120.1M | $0 | 13 | 0 |
| Apr 2022 | $120.1M | $120.1M | $0 | 13 | 0 |
| Mar 2022 | $72.4M | $72.4M | $0 | 12 | 0 |
| Apr 2021 | $72.4M | $72.4M | $0 | 12 | 0 |
| Jun 2020 | $323.1M | $323.1M | $0 | 8 | 0 |
| May 2020 | $323.1M | $323.1M | $0 | 8 | 0 |
| Dec 2019 | $152.3M | $12.3M | $140M | 5 | 10 |
| Nov 2019 | $152.3M | $12.3M | $140M | 5 | 10 |
| Nov 2019 | $152.3M | $12.3M | $140M | 5 | 10 |
| May 2019 | $152.3M | $12.3M | $140M | 5 | 10 |
| Dec 2018 | $0 | $0 | $0 | 2 | 0 |
DateMar 2023
Total AUM$146.7M
Discretionary$140.6M
Non-Disc.$6.1M
Employees11
Clients0
DateMar 2023
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees13
Clients0
DateApr 2022
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees13
Clients0
DateApr 2022
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$72.4M
Discretionary$72.4M
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$72.4M
Discretionary$72.4M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$323.1M
Discretionary$323.1M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$323.1M
Discretionary$323.1M
Non-Disc.$0
Employees8
Clients0
DateDec 2019
Total AUM$152.3M
Discretionary$12.3M
Non-Disc.$140M
Employees5
Clients10
DateNov 2019
Total AUM$152.3M
Discretionary$12.3M
Non-Disc.$140M
Employees5
Clients10
DateNov 2019
Total AUM$152.3M
Discretionary$12.3M
Non-Disc.$140M
Employees5
Clients10
DateMay 2019
Total AUM$152.3M
Discretionary$12.3M
Non-Disc.$140M
Employees5
Clients10
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0