Bridgeway Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Bridgeway Wealth Management reports 256 clients. They include 130 individual clients, 118 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 99.3% ($164M across 392 accounts) are managed with discretion; $1.11M across 4 accounts are not. A wrap fee program the firm both sponsors and manages holds $160M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 16% |
| High-net-worth individuals | 46% | 82% |
| Pension and profit-sharing plans | 3% | <1% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 130 | $26.3M | 16.0% | $203K |
| High-net-worth individuals | 118 | $134M | 81.6% | $1.14M |
| Pension and profit-sharing plans | 8 | $1.35M | 0.8% | $169K |
| Charitable organizations | Fewer than 5 | $2.54M | 1.5% | — |
| Corporations and other businesses | Fewer than 5 | $151K | 0.1% | — |
| Total | 256 | $165M | 100% | — |
- Clients
- 130
- Regulatory AUM
- $26.3M
- AUM share
- 16.0%
- Avg. per client
- $203K
- Clients
- 118
- Regulatory AUM
- $134M
- AUM share
- 81.6%
- Avg. per client
- $1.14M
- Clients
- 8
- Regulatory AUM
- $1.35M
- AUM share
- 0.8%
- Avg. per client
- $169K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.54M
- AUM share
- 1.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $151K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 256
- Regulatory AUM
- $165M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Bridgeway Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is billed hourly at $500 to $2,000, negotiable, depending on scope and professional.
Denny Stoddard owns 75% or more of Bridgeway Wealth Management. The leadership team of Bridgeway Wealth Management includes President Denny Stoddard and Chief Compliance Officer Noah Schmall. It has 2 employees.
Leadership
Denny StoddardMember, President, Senior Investment Manager- Noah SchmallChief Compliance Officer, Investment Manager
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Bridgeway Wealth Management, LLC
Denny Stoddard
Control person · since February 2023
Bridgeway Wealth Management’s regulatory assets grew Infinity× from $0 (June 2023) to $165M (February 2026); employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $165M | 256 | 2 | 2 |
| January 2025 | $151M | 251 | 2 | 2 |
| April 2024 | $144M | 233 | 2 | 2 |
| June 2023 | $0 | 0 | 2 | 2 |
Besides its headquarters, Bridgeway Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Iowa.
Iowa · 1 listed address
- 1909 51st Street Ne, Cedar RapidsHQ
Contact and registration details
- Legal name
- Bridgeway Wealth Management, LLC
- Headquarters
- 1909 51st Street Ne, Cedar Rapids, IA 52402
- Website
- bridgewaywm.com
- Phone
- 319-393-6535
- @bridgeway-wealth-management-llc
- SEC file
- 801-128190
- Structure
- Iowa LLC
- Fiscal year end
- December
Bridgeway Wealth Management uses Raymond James ($142M) as custodian for its separately managed accounts. Bridgeway Wealth Management does not have custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $142M100%
At year end, Bridgeway Wealth Management’s separately managed accounts were mostly in funds (53%) and stocks (37%).
What the accounts hold
- Stocks37%
- Exchange-traded equities22%
- Non-exchange-traded equities15%
- Funds53%
- Bonds4%
- Investment grade corporate bonds3%
- High-yield corporate bonds1%
- Cash6%
How many clients does Bridgeway Wealth Management have?
Bridgeway Wealth Management has 256 clients and manages $165 million for them, as of February 2026. They include 130 individual clients, 118 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Bridgeway Wealth Management offer?
Bridgeway Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bridgeway Wealth Management use?
Bridgeway Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $142M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Bridgeway Wealth Management have?
Bridgeway Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bridgeway Wealth Management invest in?
At the end of its last fiscal year, Bridgeway Wealth Management’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 15% non-exchange-traded equities, 6% cash and equivalents, 3% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bridgeway Wealth Management?
Bridgeway Wealth Management’s direct owner is Denny Stoddard (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Bridgeway Wealth Management get paid?
Bridgeway Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bridgeway Wealth Management?
Bridgeway Wealth Management’s main office is at 1909 51st Street Ne, Cedar Rapids, IA 52402. Its phone number is 319-393-6535. Its website is bridgewaywm.com.