BRIDGEWEALTH ADVISORY GROUP, LLC

CRD 293514File 801-112758

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$868.9M

Above cohort median (national)

Discretionary AUM

$868.9M

Clients

793

2,338 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 2, 2018
Principal office: 986 WEST ALLUVIAL AVE., SUITE 101, FRESNO, CA, 93711
Phone: (559) 432-6100
Website: HTTP://WWW.BRIDGEWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $868.9M
Discretionary AUM: $868.9M
Non-discretionary AUM: $0
Discretionary accounts: 2,338
Non-discretionary accounts: 0
Total accounts: 2,338
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	45	$137.9M
Charitable organizations	Fewer than 5	$1.9M
High net worth individuals	170	$551.2M
Pension and profit sharing plans	25	$41.8M
Individuals (other than high net worth individuals)	553	$136.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.