BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD #326547 SEC #801-128190 CEDAR RAPIDS, IA 319-393-6535
SEC Registered
Total AUM
$151.5M
Discretionary
$150.8M
Employees
2
Clients
25
Accounts
382
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $151.5M | $150.8M | $645.9K | 2 | 0 |
| Apr 2024 | $144M | $143.7M | $235.5K | 2 | 0 |
| Mar 2024 | $144M | $144M | $0 | 2 | 0 |
| Oct 2023 | $136M | $134.7M | $1.4M | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| May 2023 | $0 | $0 | $0 | 2 | 0 |
DateJan 2025
Total AUM$151.5M
Discretionary$150.8M
Non-Disc.$645.9K
Employees2
Clients0
DateApr 2024
Total AUM$144M
Discretionary$143.7M
Non-Disc.$235.5K
Employees2
Clients0
DateMar 2024
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$136M
Discretionary$134.7M
Non-Disc.$1.4M
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0