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BRIDGEWAY WEALTH PARTNERS, LLC
BRIDGEWAY WEALTH PARTNERS, LLC
NEW YORK, New York
·
3 registered advisors
·
CRD# 299810
SEC# 801-114569
1
212-729-7908
01
Firm Overview
AUM
$147M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at BRIDGEWAY WEALTH PARTNERS, LLC
3 registered advisors
Brian Lee Reichberg
NEW YORK, New York
CRD# 2205880
Jason Adam Orlosky
NEW YORK, New York
CRD# 4826197
Philip E Gaucher
NEW YORK, New York
CRD# 4561709
05
Office Locations
NEW YORK, New York
3 advisors
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Data sourced from SEC Form ADV filings. BRIDGEWAY WEALTH PARTNERS, LLC (CRD# 299810) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.