BRIDGEWISE WEALTH MANAGEMENT

BRIDGEWISE WEALTH MANAGEMENT of TROY, MI is an SEC-registered investment adviser (CRD 332837). Regulatory assets under management: $35.6M.

Registration

• CRD: 332837
• Type: Registered investment adviser
• Location: 2041 E SQUARE LAKE RD, TROY, MI, 48085
• Phone: 248-266-1187
• Latest filing: 2026-03-16
• Regulatory AUM: $35.6M
• Discretionary AUM: $35.6M
• Clients: 4
• Accounts: 176

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332837 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search