# BRIDGE ADVISORY LLC

BRIDGE ADVISORY LLC of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 148282
- Type: SEC-registered investment adviser
- SEC file number: 801-69681
- Location: 123 S. MARENGO AVENUE, SUITE 200, PASADENA, CA, 91101
- Phone: 626-795-3062
- Latest filing: 2024-01-25
- Regulatory AUM: $452.6M
- Discretionary AUM: $430.2M
- Non-discretionary AUM: $22.4M
- Clients: 18
- Accounts: 1,331

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| PENNIALL DAVID RICKARD | CEO; CEO, CCO; CHIEF EXECUTIVE OFFICER (+1 more) | — |
| CHETNEY WILLIAM ROBERT | DIRECTOR; SHAREHOLDER | — |
| WATANABE CRAIG ROBERT | CHIEF COMPLIANCE OFFICER | — |
| WALTERS ELIZABETH M | CHIEF COMPLIANCE OFFICER | — |
| SMITH L CRAIG | CHIEF FINANCIAL OFFICER | — |
| BRACE SARAH ABIGAIL | CHIEF COMPLIANCE OFFICER | — |
| GRANT DENNIS WADE | CFO; CHIEF FINANCIAL OFFICER | — |
| CVENGROS WILLIAM DAVID | DIRECTOR | — |
| LEVIN STEVEN IRA | CHIEF COMPLIANCE OFFICER | — |
| DYER JUSTIN MICHAEL | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (6/29/2020) | — |
| LEU RICHARD ALEXANDER | PARTNER, SENIOR WEALTH MANAGER | — |
| BURNETT VANESSA YOUNG | PARTNER, SENIOR WEALTH MANAGER, CEO; PARTNER, SENIOR WEALTH MANAGER, COO | — |
| YEE WARREN | CHIEF COMPLIANCE OFFICER (01/2022) | — |
| Colletta Nicholas Michael | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148282/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148282/similar
- Related entities: https://search.stillhousedata.com/firm/148282/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148282

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.