BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
Legal name: BRIDGE GENERATIONS WEALTH MANAGEMENT
CRD #331683 SEC #801-130597 SOUTH MIAMI, FL 305-666-9411
SEC Registered
Total AUM
$288.9M
Discretionary
$288.9M
Employees
8
Clients
101
Accounts
496
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 16, 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 |
|---|---|---|---|---|
| RAY, BARBARA, JEAN | I | MANAGING MEMBER | NA | Control |
| RAY, BARBARA, JEAN | I | MANAGING MEMBER | NA | Control |
| RAY, BARBARA, JEAN | I | MANAGING MEMBER | NA | Control |
| RAY, BARBARA, JEAN | I | MANAGING MEMBER | NA | Control |
| RAY, BARBARA, JEAN | I | MANAGING MEMBER | NA | Control |
| RAY, BARBARA, JEAN | I | MANAGING MEMBER | NA | Control |
| RAY, BARBARA, JEAN | I | MANAGING MEMBER | NA | Control |
| RAY, BARBARA, JEAN | I | MANAGING MEMBER | NA | Control |
| RAY, BARBARA, JEAN | I | MANAGING MEMBER | NA | Control |
| SMITH, DAVID, NEIL | I | MANAGING MEMBER AND CCO | NA | Control |
| SMITH, DAVID, NEIL | I | MANAGING MEMBER AND CCO | NA | Control |
| SMITH, DAVID, NEIL | I | MANAGING MEMBER AND CCO | NA | Control |
| SMITH, DAVID, NEIL | I | MANAGING MEMBER AND CCO | NA | Control |
| SMITH, DAVID, NEIL | I | MANAGING MEMBER AND CCO | NA | Control |
| SMITH, DAVID, NEIL | I | MANAGING MEMBER AND CCO | NA | Control |
| SMITH, DAVID, NEIL | I | MANAGING MEMBER AND CCO | NA | Control |
| SMITH, DAVID, NEIL | I | MANAGING MEMBER AND CCO | NA | Control |
| SMITH, DAVID, NEIL | I | MANAGING MEMBER AND CCO | NA | Control |
| BRES ADVISORS, LLC | DE | OWNER | D | Control |
| BRES ADVISORS, LLC | DE | OWNER | D | Control |
| BRES ADVISORS, LLC | DE | OWNER | D | Control |
| BRES ADVISORS, LLC | DE | OWNER | D | Control |
| BRES ADVISORS, LLC | DE | OWNER | D | Control |
| BRES ADVISORS, LLC | DE | OWNER | D | Control |
| BRES ADVISORS, LLC | DE | OWNER | D | Control |
| BRES ADVISORS, LLC | DE | OWNER | D | Control |
| BRES ADVISORS, LLC | DE | OWNER | D | Control |
| DAVID N. SMITH & ASSOCIATES, INC. | DE | OWNER | D | Control |
| DAVID N. SMITH & ASSOCIATES, INC. | DE | OWNER | D | Control |
| DAVID N. SMITH & ASSOCIATES, INC. | DE | OWNER | D | Control |
| DAVID N. SMITH & ASSOCIATES, INC. | DE | OWNER | D | Control |
| DAVID N. SMITH & ASSOCIATES, INC. | DE | OWNER | D | Control |
| DAVID N. SMITH & ASSOCIATES, INC. | DE | OWNER | D | Control |
| DAVID N. SMITH & ASSOCIATES, INC. | DE | OWNER | D | Control |
| DAVID N. SMITH & ASSOCIATES, INC. | DE | OWNER | D | Control |
| DAVID N. SMITH & ASSOCIATES, INC. | DE | OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RAY, BARBARA, JEAN | I | BRES ADVISORS, LLC | E | Control |
| RAY, BARBARA, JEAN | I | BRES ADVISORS, LLC | E | Control |
| RAY, BARBARA, JEAN | I | BRES ADVISORS, LLC | E | Control |
| RAY, BARBARA, JEAN | I | BRES ADVISORS, LLC | E | Control |
| RAY, BARBARA, JEAN | I | BRES ADVISORS, LLC | E | Control |
| RAY, BARBARA, JEAN | I | BRES ADVISORS, LLC | E | Control |
| SMITH, DAVID, N | I | DAVID N. SMITH & ASSOCIATES, INC. | E | Control |
| SMITH, DAVID, N | I | DAVID N. SMITH & ASSOCIATES, INC. | E | Control |
| SMITH, DAVID, N | I | DAVID N. SMITH & ASSOCIATES, INC. | E | Control |
| SMITH, DAVID, N | I | DAVID N. SMITH & ASSOCIATES, INC. | E | Control |
| SMITH, DAVID, N | I | DAVID N. SMITH & ASSOCIATES, INC. | E | Control |
| SMITH, DAVID, N | I | DAVID N. SMITH & ASSOCIATES, INC. | E | Control |
Registrations
Federal
IA
Sep 16, 2025 REGISTERED
Notice Filings (3)
FL TX UT
Address
5966 SOUTH DIXIE HIGHWAYSUITE 300
SOUTH MIAMI, FL 33143
United States
Phone: 305-666-9411