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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 15, 2025
- 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 |
|---|---|---|---|---|
| Schmall, Noah | I | CHIEF COMPLIANCE OFFICER, INVESTMENT MANAGER | NA | Control |
| Schmall, Noah | I | CHIEF COMPLIANCE OFFICER, INVESTMENT MANAGER | NA | Control |
| Schmall, Noah | I | CHIEF COMPLIANCE OFFICER, INVESTMENT MANAGER | NA | Control |
| Schmall, Noah | I | CHIEF COMPLIANCE OFFICER, INVESTMENT MANAGER | NA | Control |
| Schmall, Noah | I | CHIEF COMPLIANCE OFFICER, INVESTMENT MANAGER | NA | Control |
| Schmall, Noah | I | CHIEF COMPLIANCE OFFICER, INVESTMENT MANAGER | NA | Control |
| Stoddard, Denny, Joseph | I | MEMBER, PRESIDENT, SENIOR INVESTMENT MANAGER | E | Control |
| Stoddard, Denny, Joseph | I | MEMBER, PRESIDENT, SENIOR INVESTMENT MANAGER | E | Control |
| Stoddard, Denny, Joseph | I | MEMBER, PRESIDENT, SENIOR INVESTMENT MANAGER | E | Control |
| Stoddard, Denny, Joseph | I | MEMBER, PRESIDENT, SENIOR INVESTMENT MANAGER | E | Control |
| Stoddard, Denny, Joseph | I | MEMBER, PRESIDENT, SENIOR INVESTMENT MANAGER | E | Control |
| Stoddard, Denny, Joseph | I | MEMBER, PRESIDENT, SENIOR INVESTMENT MANAGER | E | Control |
Registrations
Federal
IA
Jan 15, 2025 REGISTERED
Notice Filings (6)
AZ FL IA IL NE TX
Address
1909 51ST STREET NECEDAR RAPIDS, IA 52402
United States
Phone: 319-393-6535