# BRIDGEWORTH, LLC

BRIDGEWORTH, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 164100
- Type: SEC-registered investment adviser
- SEC file number: 801-76956
- Location: 101 25TH STREET NORTH, SUITE 100, BIRMINGHAM, AL, 35203
- Phone: (205) 208-8700
- Latest filing: 2024-03-20

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Michael K Ward | MANAGING MEMBER | Houston, TX |
| BYRNE BEVERLY ANN | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON MICHAEL WAYNE | EQUITY PARTNER | — |
| BYRNE DONNA A | CHIEF COMPLIANCE OFFICER | — |
| FITCH JAMES SAMUEL | EQUITY PARTNER | — |
| GOLDBERG LAWRENCE ALAN | MANAGING MEMBER | — |
| HARRIS DAVID WAYNE | EQUITY PARTNER; MANAGING MEMBER | — |
| WARE HENRY BARRET | EQUITY PARTNER; MANAGING MEMBER | — |
| ZELL DELYNN MORING | CHIEF EXECUTIVE OFFICER/MANAGING PARTNER; MANAGING MEMBER | — |
| MCCORMACK JEFFREY TODD | EQUITY PARTNER; MANAGING MEMBER | — |
| TUCKER JACQUELINE ARMFIELD | MANAGING MEMBER | — |
| HINSON BRIAN TROY | EQUITY PARTNER; MANAGING MEMBER | — |
| FUNCHES STANLEY TERRELL | CHIEF COMPLIANCE OFFICER | — |
| MONK LYNNE A | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SNEED JENNIFER WAGNER | EQUITY PARTNER; MANAGING MEMBER | — |
| IVEY CHARLES ZACHARY | EQUITY PARTNER; MANAGING MEMBER | — |
| STOUDEMIRE TOMONICA MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| HOCUTT WILLIAM O'NEAL | EQUITY PARTNER | — |
| GASTON JERIS BURNS | EQUITY PARTNER | — |
| SMITH SARA ARELLANO | CHIEF FINANCIAL OFFICER | — |
| ELLIS JULIA HARDIN | DIRECTOR OF MARKETING | — |
| MILLICAN JONATHAN ERIC | DIRECTOR OF PLANNING | — |
| DEASON EMBREE DYKEMA | DIRECTOR OF OPERATIONS | — |
| FOLKES ASHLEY WAYNE | DIRECTOR OF GROWTH STRATEGIES | — |
| Jemison Amy | CHIEF MARKETING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164100/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164100/similar
- Related entities: https://search.stillhousedata.com/firm/164100/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164100

---

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.
