BRIDGEWAY WEALTH MANAGEMENT, LLC

CRD 326547File 801-128190

APPROVED

Retail clients

Filing as of Feb 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$164.6M

Bottom 25% of cohort (national)

Discretionary AUM

$163.5M

Non-discretionary $1.1M

Clients

256

396 accounts

Employees

Bottom 25% of cohort in IA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 16, 2023
Principal office: 1909 51ST STREET NE, CEDAR RAPIDS, IA, 52402
Phone: 319-393-6535
Website: http://www.bridgewaywm.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $164.6M
Discretionary AUM: $163.5M
Non-discretionary AUM: $1.1M
Discretionary accounts: 392
Non-discretionary accounts: 4
Total accounts: 396
AUM per client: $643K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$151K
Charitable organizations	Fewer than 5	$2.5M
High net worth individuals	118	$134.2M
Pension and profit sharing plans	8	$1.4M
Individuals (other than high net worth individuals)	130	$26.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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.