Updated May 30, 2024
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Bridgeworth Wealth Management

Investment Advisor Firm
Total assets under management$2B
Years in business16+

About Bridgeworth Wealth Management

Bridgeworth Wealth Management, established in 2008, is a beacon of financial guidance for individuals and families. This firm thrives on personalizing wealth management, walking alongside clients during life's pivotal moments. Their team of seasoned professionals exudes passion for instilling confidence and clarity in their clients' financial lives.

With a culture rooted in collaboration and innovation, Bridgeworth leverages its extensive financial planning and investment management knowledge to nurture abundance in what matters most to clients.

They cater to diverse client profiles, including professionals, high-net-worth individuals, and emerging professionals, helping them navigate life transitions and align their wealth with their values. Bridgeworth's commitment to comprehensive financial planning and meticulous investment management ensures that clients' goals are met sustainably.

With over $2 billion in assets under management, a team of CFP® professionals, and a fiduciary commitment, Bridgeworth has solidified its place as a trusted partner in shaping financial legacies.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Life Transitions
  4. Private Client Services
  5. Access Program

More about Bridgeworth Wealth Management

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
16410012

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Bridgeworth Wealth Management.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings