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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRIDGEWEALTH ADVISORY GROUP, LLC

CRD 293514

FRESNO, CA

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:c36106fb-e255-6c99-5cb2-e15da2b84b1f

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 1
Observed: Mar 2, 2018 to Mar 30, 2026
26 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Bridgewealth Advisory Group, LLC

Intermediary · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.79 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $869MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $869M
Private client RAUM: $687MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $174Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,338
Individual clients: 553
High net worth clients: 170
Custody, client assets: $349M
SEC number: 801-112758
CIK: 1801982
CRD: 293514
Filings on the tape: 26
First filed: Mar 2, 2018
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, CA
Website: bridgewealth.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
JOSHUA ALLEN CARPENTER	n/a	Fresno, CA	8	26	5	yes
KEVIN CHRISTOPHER HOOK	Certified Financial Planner	Fresno, CA	8	24	4	yes
DEREK JAMES ELROD	Certified Financial Planner	Fresno, CA	8	22	2	yes
Anna L Wilkin	n/a	FRESNO, CA	2	12	5	yes
ROGER WILLIAM BYRD	n/a	FRESNO, CA	2	37	3	yes

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
CARPENTER, JOSHUA, ALLEN	MANAGING MEMBER	C	yes	05/2018	Mar 2, 2018	Aug 9, 2024
ELROD, DEREK, JAMES	MANAGING MEMBER	C	yes	05/2018	Mar 2, 2018	Aug 9, 2024
HOOK, KEVIN, CHRISTOPHER	CHIEF COMPLIANCE OFFICER & MANAGING MEMBER	C	yes	05/2018	Mar 2, 2018	Aug 9, 2024

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	Private funds	Fund GAV
2025	Mar 30, 2026	$869M	$869M	10	5	n/a	n/a
2024	Apr 16, 2025	$740M	$740M	9	6	n/a	n/a
2023	Mar 19, 2024	$530M	$530M	8	3	n/a	n/a
2022	Mar 10, 2023	$411M	$411M	8	3	n/a	n/a
2021	Mar 8, 2022	$387M	$387M	6	3	n/a	n/a
2020	Mar 16, 2021	$361M	$361M	3	3	n/a	n/a
2019	Mar 16, 2020	$311M	$311M	6	3	n/a	n/a
2018	Mar 29, 2019	$249M	$249M	5	3	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	3	2

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	$869M	$740M	17.4%	$411M	28.4%	10	9	0	0

Relationships

Registered with (7)

← ROGER WILLIAM BYRDAdvisorregistration: current employment
Aug 17, 2024 to presentfactForm ADV
← Anna L WilkinAdvisorregistration: current employment
Feb 16, 2024 to presentfactForm ADV
← JOSHUA ALLEN CARPENTERAdvisorregistration: current employment
Jul 5, 2018 to presentfactForm ADV
← KEVIN CHRISTOPHER HOOKAdvisorregistration: current employment
Jul 5, 2018 to presentfactForm ADV
← DEREK JAMES ELRODAdvisorregistration: current employment
Jul 5, 2018 to presentfactForm ADV
← ANGELICA URIBEAdvisorregistration: previous registration
Jul 25, 2024 to Jun 17, 2025factForm ADV
← Jennifer Vanessa SanchezAdvisorregistration: previous registration
Sep 24, 2024 to Nov 13, 2024factForm ADV

Controls (3)

← CARPENTER, JOSHUA, ALLENOwnerMANAGING MEMBER, ownership code C, individual
Mar 2, 2018 to Aug 9, 2024factForm ADV
← HOOK, KEVIN, CHRISTOPHEROwnerCHIEF COMPLIANCE OFFICER & MANAGING MEMBER, ownership code C, individual
Mar 2, 2018 to Aug 9, 2024factForm ADV
← ELROD, DEREK, JAMESOwnerMANAGING MEMBER, ownership code C, individual
Mar 2, 2018 to Aug 9, 2024factForm ADV

Dated events

Occurred
Jun 17, 2025
Advisor changed firm
Angelica Uribe left Bridgewealth Advisory Group, Llc for Lpl Financial Llc (registered 2025-06-13)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2025
Regulatory AUM changed
Bridgewealth Advisory Group, Llc reported RAUM $740.1M, up 40% from $530.1M (2024-08-09 to 2025-04-16)
Form ADVobserved 4 days ago
$210M
Occurred
Nov 13, 2024
Advisor changed firm
Jennifer Vanessa Sanchez left Bridgewealth Advisory Group, Llc for Empower Advisory Group, Llc (registered 2025-04-29)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2024
Regulatory AUM changed
Bridgewealth Advisory Group, Llc reported RAUM $530.1M, up 29% from $410.9M (2023-10-10 to 2024-03-19)
Form ADVobserved 4 days ago
$119M
Occurred
Mar 29, 2019
Regulatory AUM changed
Bridgewealth Advisory Group, Llc reported RAUM $248.7M, up 107% from $120.2M (2018-08-17 to 2019-03-29)
Form ADVobserved 4 days ago
$129M
Occurred
Mar 2, 2018
First Form ADV filing
Ikon Advisory Group filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c36106fb-e255-6c99-5cb2-e15da2b84b1f
First observed: Mar 2, 2018
Last observed: Mar 30, 2026 5 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.

BRIDGEWEALTH ADVISORY GROUP, LLC

CRD 293514

FRESNO, CA

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:c36106fb-e255-6c99-5cb2-e15da2b84b1f

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSHUA ALLEN CARPENTER

n/a

Fresno, CA

yes

KEVIN CHRISTOPHER HOOK

Certified Financial Planner

Fresno, CA

yes

DEREK JAMES ELROD

Certified Financial Planner

Fresno, CA

yes

Anna L Wilkin

n/a

FRESNO, CA

yes

ROGER WILLIAM BYRD

n/a

FRESNO, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARPENTER, JOSHUA, ALLEN

MANAGING MEMBER

yes

05/2018

Mar 2, 2018

Aug 9, 2024

ELROD, DEREK, JAMES

MANAGING MEMBER

yes

05/2018

Mar 2, 2018

Aug 9, 2024

HOOK, KEVIN, CHRISTOPHER

CHIEF COMPLIANCE OFFICER & MANAGING MEMBER

yes

05/2018

Mar 2, 2018

Aug 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$869M

n/a

2024

Apr 16, 2025

$740M

n/a

2023

Mar 19, 2024

$530M

n/a

2022

Mar 10, 2023

$411M

n/a

2021

Mar 8, 2022

$387M

n/a

2020

Mar 16, 2021

$361M

n/a

2019

Mar 16, 2020

$311M

n/a

2018

Mar 29, 2019

$249M

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

$869M

$740M

17.4%

$411M

28.4%