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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUNHAM, GILBERT, HAMILTON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| Dunham, Gilbert, H | I | CCO | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| REICHBERG, BRIAN, LEE | I | MANAGING DIRECTOR | C | Control |
| Dunham, Gilbert, H | I | CCO | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | EMPLOYEE / PARTNER | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | EMPLOYEE / PARTNER | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | EMPLOYEE / PARTNER | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | EMPLOYEE / PARTNER | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | EMPLOYEE / PARTNER | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | EMPLOYEE / PARTNER | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | EMPLOYEE / PARTNER | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | INVESTOR | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | INVESTOR | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | EMPLOYEE / PARTNER | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | INVESTOR | B | Control |
| GAUCHER FAMILY HOLDINGS LLC | DE | INVESTOR | B | Control |
| LIVING THE DREAM FILMS, INC. | DE | PARTNER | B | |
| LIVING THE DREAM FILMS, INC. | DE | MEMBER | B | |
| LIVING THE DREAM FILMS, INC. | DE | MEMBER | B | |
| LIVING THE DREAM FILMS, INC. | DE | PARTNER | B | |
| LIVING THE DREAM FILMS, INC. | DE | MEMBER | B | |
| LIVING THE DREAM FILMS, INC. | DE | MEMBER | B | |
| ORLOSKY, JASON, ADAM | I | MANAGING DIRECTOR | A | Control |
| ORLOSKY, JASON, ADAM | I | MANAGING DIRECTOR | A | Control |
| ORLOSKY, JASON, ADAM | I | MANAGING DIRECTOR | A | Control |
| ORLOSKY, JASON, ADAM | I | MANAGING DIRECTOR | A | Control |
| ORLOSKY, JASON, ADAM | I | MANAGING DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GAUCHER, PHILIP, E | I | GAUCHER FAMILY HOLDINGS LLC | E | |
| GAUCHER, PHILIP, E | I | GAUCHER FAMILY HOLDINGS LLC | E | |
| GAUCHER, PHILIP, E | I | GAUCHER FAMILY HOLDINGS LLC | E | |
| GAUCHER, PHILIP, E | I | GAUCHER FAMILY HOLDINGS LLC | E | |
| GAUCHER, PHILIP, E | I | GAUCHER FAMILY HOLDINGS LLC | E | |
| GAUCHER, PHILIP, E | I | GAUCHER FAMILY HOLDINGS LLC | E | |
| GAUCHER, PHILIP, E | I | GAUCHER FAMILY HOLDINGS LLC | E | |
| GAUCHER, PHILIP, E | I | GAUCHER FAMILY HOLDINGS LLC | E |
Registrations
Federal
IA
Mar 31, 2023 REGISTERED
Notice Filings (3)
FL NJ NY
Address
750 LEXINGTON AVENUE9TH FLOOR
NEW YORK, NY 10022
United States
Phone: 212-729-7908