# Bridgewealth Advisory Group, LLC
Source: https://planprovider.pro/provider/bridgewealth-advisory-group-llc

> Founded in 2018, Bridgewealth Advisory Group, LLC works with union members and skilled trades alongside retirees, pre-retirees, small business owners, and wo…

Retirement Plan Advisor

## 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/](https://www.bwealthmngt.com/)

Founded: 2018

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $740.1M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| SEBASTIAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN|SEBASTIAN ENTERPRISES, INC., CA|$17M|133|

| SEBASTIAN ENTERPRISES, INC. PREVAILING WAGE 401(K) PROFIT SHARING PLAN|SEBASTIAN ENTERPRISES, INC., CA|$8M|75|

| MINTURN NUT CO., INC. 401(K) PLAN|MINTURN NUT CO., INC., CA|$6M|146|

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