{"url":"https://nivawealth.com/firms/bridgeway-wealth-management-326547","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/326547","regulatoryAum":164608704,"crd":"326547","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7454551","suffix":null,"lastName":"Schmall","firstName":"Noah","middleName":null},{"crd":"2118415","suffix":null,"lastName":"Stoddard","firstName":"Denny","middleName":"Joseph"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-06-29","regulatoryAum":0,"clients":0,"employees":2,"offices":2},{"filedOn":"2024-04-15","regulatoryAum":143963518,"clients":233,"employees":2,"offices":2},{"filedOn":"2025-01-15","regulatoryAum":151481945,"clients":251,"employees":2,"offices":2},{"filedOn":"2026-02-27","regulatoryAum":164608704,"clients":256,"employees":2,"offices":2}],"secFileNumber":"801-128190","legalName":"Bridgeway Wealth 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to $2,000, negotiable, depending on scope and professional.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012718","versionId":1012718,"submittedOn":"2026-02-27","documentName":"DISCLOSURE BROCHURE FOR BRIDGEWAY WEALTH MANAGEMENT, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:30:06.240538+00:00","documents":[{"name":"DISCLOSURE BROCHURE FOR BRIDGEWAY WEALTH MANAGEMENT, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012718","versionId":1012718,"submittedOn":"2026-02-27"}]},"custodians":[{"name":"Raymond James & Associates, Inc.","shortName":"Raymond James","location":"St. Petersburg, FL","smaAssets":142042968}],"custodyNote":"Bridgeway Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Denny Stoddard","title":"Member, President, Senior Investment Manager","crd":"2118415"},{"name":"Noah Schmall","title":"Chief Compliance Officer, Investment Manager","crd":"7454551"}],"ownership":[{"label":"Denny Stoddard","detail":"Member, president, senior investment manager in the 75% or more ownership band and a control person, since February 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":1,"addresses":[{"street":"1909 51st Street Ne","city":"Cedar Rapids","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"319-393-6535","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Educational seminars/workshops"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"Non-exchange-traded equity securities","percent":15},{"label":"Investment grade corporate bonds","percent":3},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":53},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"27 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/326547/PDF/326547.pdf","brochureDate":"27 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012718","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bridgeway Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bridgeway Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Bridgeway Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bridgeway Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bridgeway Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bridgeway Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bridgeway Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bridgeway Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}