This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BRIDGEWISE WEALTH MANAGEMENT

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 24, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Nov 24, 2009

First registration

Feb 27, 2018

Dual registered

no

Other names

PAUL E COMPEAU

IAPD individual key

5424507

• Occurred

  Jan 2, 2025
  Advisor changed firm

  Paul Edward Compeau left Simplyria Advisor Network for Bridgewise Wealth Management (registered 2024-09-13)

  Form ADVobserved 6 days ago
• Occurred

  Dec 20, 2022
  Advisor changed firm

  Paul Edward Compeau left Guardian Pointe Private Wealth Management, Llc for Simplyria Advisor Network (registered 2022-12-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ac9f38ed-7171-d38f-cd2e-18ddae737d04

First observed

Feb 27, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.