Bridgewealth Advisory Group, LLC

About Bridgewealth Advisory Group, LLC

<p>Founded in 2018, Bridgewealth Advisory Group, LLC works with union members and skilled trades alongside retirees, pre-retirees, small business owners, and working professionals.</p> <p>Headquartered in Fresno in California’s Central Valley, with an additional office in Flint in the Mid-Michigan region, the firm serves clients across California and other registered states. As a Registered Investment Advisor, Bridgewealth provides fiduciary guidance focused on retirement planning and day-to-day portfolio management.</p> <p>Its work includes retirement planning, wealth management, estate strategies, and peak-career financial planning, with an emphasis on wealth-building education and clear investment guidance. Bridgewealth also offers 3(21) fiduciary services for retirement plans, supporting sponsors that want an advisor role without delegating full discretion.</p> <p>Bridgewealth reported $0.7B in AUM in 2026. A practical, education-first approach is a key differentiator, especially for households with benefits and income patterns common in union and skilled-trade careers.</p> <ul> <li>Registered Investment Advisor (RIA) fiduciary services</li> <li>3(21) retirement plan fiduciary support (<a href="/plan-advisors">plan advisors</a>)</li> <li>Retirement planning for retirees and pre-retirees</li> <li>Wealth management and portfolio management</li> <li>Estate strategies and peak-career planning</li> </ul>

Website: https://www.bwealthmngt.com/

Founded: 2018