Full text of BRIDGEWOOD ADVISORS INC.'s X-17A-5 filed 2026-03-02 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ OMB APPROVAL UNITED STATES OMB Number: 3235-0123 SECURITIES AND EXCHANGE COMMISSION Expires: Nov. 30, 2026 Washington, D.C. 20549 Estimated average burden hours per response: 12 ANNUAL REPORTS SEC FILE NUMBER FORM X-17A-5 PART III FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 AND ENDING 12/31/2025 FILING FOR THE PERIOD BEGINNING 01/01/2025 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: Bridgewood Advisors, Inc TYPE OF REGISTRANT (check all applicable boxes): Broker-dealer [ Security-based swap dealer ] Major security-based swap participant Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 111 East Wisconsin Avenue; Suite 1705 (No. and Street) Milwaukee WI 53202 (City) (State) (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING Robert Jansen 414-434-7510 rj@bridgewoodadvisors.com (Name) (Area Code - Telephone Number) (Email Address) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* Jason E. Jendrach (Name - if individual, state last, first, and middle name) 4811 South 76th Streeet Greenfield WI 53220 (Address) (City) (State) (Zip Code) 11/01/2014 6056 (Date of Registration with PCAOB)(if applicable) (PCAOB Registration Number, if applicable) FOR OFFICIAL USE ONLY \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. {1}------------------------------------------------ #### OATH OR AFFIRMATION I. Robert Jansen rtailities (fir) Side and Bridgewood Minara swear (or affirm) that, to the best of my knowledge and belief, the financial report pertaining to the firm of Bridgewood Advisors, Inc as of December 31 2025 - is true and correct. I further swear (or affirm) that neither the company nor any partner, officer, director, or equivalent person, as the case may be, has any proprietary interest in any account classifity in bily as that of a customer. Signature: Title: MANAGING DIRECT # This filing \*\* con…Read the full text as markdown