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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRIDGEWAY WEALTH MANAGEMENT, LLC

CRD 326547

CEDAR RAPIDS, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b6c58c96-a953-651c-084b-cebfe42aa51d

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 18, 2023 to Feb 27, 2026
7 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $165MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $164M
Private client RAUM: $161MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $82.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 396
Individual clients: 130
High net worth clients: 118
SEC number: 801-128190
CRD: 326547
Filings on the tape: 7
First filed: May 18, 2023
Latest filed: Feb 27, 2026
Organised: Limited Liability Company, IA
Website: bridgewaywm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Denny Joseph Stoddard	n/a	CEDAR RAPIDS, IA \| Queen Creek, AZ	3	35	3	no
Noah Schmall	n/a	CEDAR RAPIDS, IA	3	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Schmall, Noah	CHIEF COMPLIANCE OFFICER, INVESTMENT MANAGER	Na	yes	06/2023	May 18, 2023	Apr 15, 2024
Stoddard, Denny, Joseph	MEMBER, PRESIDENT, SENIOR INVESTMENT MANAGER	E	yes	02/2023	May 18, 2023	Apr 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SCHMALL LAW FIRM, PLLC	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$165M	$164M	2	2	1	n/a	n/a
2024	Jan 15, 2025	$151M	$151M	2	2	1	n/a	n/a
2023	Mar 22, 2024	$144M	$144M	2	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$165M	$151M	8.7%	n/a	n/a	2	2	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	2	Jul 17, 2023	Jun 30, 2023	CEDAR RAPIDS, IA	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (2)

← Denny Joseph StoddardAdvisorregistration: current employment
Jun 30, 2023 to presentfactForm ADV
← Noah SchmallAdvisorregistration: current employment
Jun 30, 2023 to presentfactForm ADV

Controls (2)

← Stoddard, Denny, JosephOwnerMEMBER, PRESIDENT, SENIOR INVESTMENT MANAGER, ownership code E, individual
May 18, 2023 to Apr 15, 2024factForm ADV
← Schmall, NoahOwnerCHIEF COMPLIANCE OFFICER, INVESTMENT MANAGER, ownership code NA, individual
May 18, 2023 to Apr 15, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser2 advisors, team lift out
Jul 17, 2023 to Jun 30, 2023factForm ADV

Dated events

Occurred
Jul 17, 2023
Team lift-out
2 advisors left Raymond James Financial Services Advisors, Inc (Cedar Rapids, IA) for Bridgeway Wealth Management, LLC within 3 days
Form ADVobserved 6 days ago
2 advisors
Occurred
May 18, 2023
First Form ADV filing
Bridgeway Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6c58c96-a953-651c-084b-cebfe42aa51d
First observed: May 18, 2023
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.

BRIDGEWAY WEALTH MANAGEMENT, LLC

CRD 326547

CEDAR RAPIDS, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b6c58c96-a953-651c-084b-cebfe42aa51d

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:16 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Denny Joseph Stoddard

n/a

CEDAR RAPIDS, IA | Queen Creek, AZ

Noah Schmall

n/a

CEDAR RAPIDS, IA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Schmall, Noah

CHIEF COMPLIANCE OFFICER, INVESTMENT MANAGER

yes

06/2023

May 18, 2023

Apr 15, 2024

Stoddard, Denny, Joseph

MEMBER, PRESIDENT, SENIOR INVESTMENT MANAGER

yes

02/2023

May 18, 2023

Apr 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SCHMALL LAW FIRM, PLLC

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$165M

$164M

n/a

2024

Jan 15, 2025

$151M

n/a

2023

Mar 22, 2024

$144M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$165M

$151M

8.7%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 17, 2023

Jun 30, 2023

CEDAR RAPIDS, IA

Team lift out

Ibd to new firm

0.0%