DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Bridgeway Wealth Partners, LLC

Former SEC-registered adviserNew York, New YorkCRD 299810SEC 801-114569IAPD
Latest filing Mar 31, 2023
First filing on the tape Dec 13, 2018 · 13 filings
RAUM
$147M
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
96%
$141M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
$4.7M gross assets
History
13 filings and snapshots on the tape
RAUM$147M as of Mar 31, 2023
May 1, 2020$323M then
HNW client RAUM$141M as of Mar 31, 2023
May 1, 2020$44.0M then
State-registered IARs (5.B.3)0 as of Mar 31, 2023
May 1, 20200 then
Employees (5.A)11 as of Mar 31, 2023
May 1, 20208 then
Private funds: 3
RAUM +22% over the last fiscal year-23% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 31, 2023; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$281,129derivedHNW RAUM over HNW clients
Average account
$284,241derivedRAUM over accounts (5.F.2.f)
Discretionary
96%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+22%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$141M96%
  • Pooled investment vehicles$5.0M3.4%
  • Other investment advisers$1.1M0.7%
Individual clients
n/areported
HNW clients
500reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
516reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • H Gilbert Dunham · Ccocontrol
    since 12/2018 · owns 10% to 25%
  • Lee Brian Reichberg · Managing Directorcontrol
    since 10/2016 · owns 25% to 50%
  • E Philip Gaucher · Active
    since 01/2019 · owns 75% or more of Gaucher Family Holdings LLC
Entity owners
  • Gaucher Family Holdings LLC · Investor
    direct · owns 10% to 25%
  • Living The Dream Films, Inc. · Member
    direct · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
New York, Ny · principal000
Offices
Schedule D 1.F, the 25 largest
  • , 1 employees
What changed
consecutive filings, newest first
  • Accounts · 323 to 516
    Mar 24, 2023 to Mar 31, 2023
  • Advisory activities · 2 to 4
    Mar 24, 2023 to Mar 31, 2023
  • HNW clients · 321 to 500
    Mar 24, 2023 to Mar 31, 2023
  • Pooled vehicle clients · 2 to 4
    Mar 24, 2023 to Mar 31, 2023
  • Employees · 13 to 11
    Mar 24, 2023 to Mar 31, 2023
  • Financial planning clients · 0 to 1-10
    Mar 24, 2023 to Mar 31, 2023
  • Private funds · unset to 3
    Mar 24, 2023 to Mar 31, 2023
  • Discretionary RAUM · $120M to $141M
    Mar 24, 2023 to Mar 31, 2023
  • HNW RAUM · $118M to $141M
    Mar 24, 2023 to Mar 31, 2023
  • Non-discretionary RAUM · $0 to $6.1M
    Mar 24, 2023 to Mar 31, 2023
  • Pooled vehicle RAUM · $2.1M to $5.0M
    Mar 24, 2023 to Mar 31, 2023
  • RAUM · $120M to $147M
    Mar 24, 2023 to Mar 31, 2023
  • Related broker-dealer · false to true
    Mar 24, 2023 to Mar 31, 2023
  • Wrap assets (manager) · 672451.0 to unset
    Mar 24, 2023 to Mar 31, 2023
  • Wrap assets (sponsor) · 672451.0 to unset
    Mar 24, 2023 to Mar 31, 2023
  • Other offices · 0 to 1
    Apr 29, 2022 to Mar 24, 2023
  • Accounts · 179 to 323
    Mar 30, 2022 to Apr 5, 2022
  • Advisory employees · 10 to 9
    Mar 30, 2022 to Apr 5, 2022
  • BD registered reps · 3 to 1
    Mar 30, 2022 to Apr 5, 2022
  • HNW clients · 179 to 321
    Mar 30, 2022 to Apr 5, 2022
  • Pooled vehicle clients · unset to 2.0
    Mar 30, 2022 to Apr 5, 2022
  • Employees · 12 to 13
    Mar 30, 2022 to Apr 5, 2022
  • Discretionary RAUM · $72.4M to $120M
    Mar 30, 2022 to Apr 5, 2022
  • HNW RAUM · $72.4M to $118M
    Mar 30, 2022 to Apr 5, 2022
  • Pooled vehicle RAUM · unset to 2111000.0
    Mar 30, 2022 to Apr 5, 2022
  • RAUM · $72.4M to $120M
    Mar 30, 2022 to Apr 5, 2022
  • Wrap assets (manager) · unset to 672451.0
    Mar 30, 2022 to Apr 5, 2022
  • Wrap assets (sponsor) · unset to 672451.0
    Mar 30, 2022 to Apr 5, 2022
  • Accounts · 97 to 179
    Jun 25, 2020 to Apr 5, 2021
  • Advisory employees · 5 to 10
    Jun 25, 2020 to Apr 5, 2021
  • BD registered reps · 4 to 3
    Jun 25, 2020 to Apr 5, 2021
  • HNW clients · 96 to 179
    Jun 25, 2020 to Apr 5, 2021
  • Employees · 8 to 12
    Jun 25, 2020 to Apr 5, 2021
  • Insurance-licensed employees · 1 to 0
    Jun 25, 2020 to Apr 5, 2021
  • Discretionary RAUM · $323M to $72.4M
    Jun 25, 2020 to Apr 5, 2021
  • HNW RAUM · $44.0M to $72.4M
    Jun 25, 2020 to Apr 5, 2021
  • RAUM · $323M to $72.4M
    Jun 25, 2020 to Apr 5, 2021
  • Wrap assets (manager) · 0.0 to unset
    Jun 25, 2020 to Apr 5, 2021
  • Wrap assets (sponsor) · 0.0 to unset
    Jun 25, 2020 to Apr 5, 2021
  • Accounts · 20 to 97
    Dec 13, 2019 to May 1, 2020
Signals
15 dated events
  • Sean Patrick Clary left Bridgeway Wealth Partners, Llc for Gladstone Wealth Partners (registered 2023-11-20)
    Dec 31, 2023 · Advisor changed firm · fact
  • Kevin Ross left Bridgeway Wealth Partners, Llc for Cape Investment Advisory, Inc. (registered 2023-10-23)
    Dec 31, 2023 · Advisor changed firm · fact
  • Shailesh Narottam Negandhi left Bridgeway Wealth Partners, Llc for Fourstar Wealth Advisors, Llc (registered 2024-11-15)
    Dec 31, 2023 · Advisor changed firm · fact
  • Charles K Pouliot left Bridgeway Wealth Partners, Llc for Wealth Effects (registered 2023-10-30)
    Dec 31, 2023 · Advisor changed firm · fact
  • Konstantinos Pagiazitis left Bridgeway Wealth Partners, Llc for Gladstone Wealth Partners (registered 2023-11-08)
    Dec 31, 2023 · Advisor changed firm · fact
  • Thomas M Murphy left Bridgeway Wealth Partners, Llc for Empirikal Partners Llc (registered 2026-01-01)
    Dec 31, 2023 · Advisor changed firm · fact
  • 2 advisors left Bridgeway Wealth Partners, LLC (New York, NY) for Gladstone Wealth Partners on the same day
    Dec 31, 2023 · Team lift-out · derived
  • Adam Jason Orlosky (Managing Director) no longer on Schedule A of Bridgeway Wealth Partners, Llc (listed 2023-03-24, absent 2023-03-31)
    Mar 31, 2023 · Control person left · inference
  • Jason Adam Orlosky left Bridgeway Wealth Partners, Llc for F3Logic, Llc (registered 2023-01-04)
    Nov 30, 2022 · Advisor changed firm · fact
  • Benjamin Jason Lubker left Bridgeway Wealth Partners, Llc for Fidelity Personal And Workplace Advisors (registered 2023-01-17)
    Oct 27, 2022 · Advisor changed firm · fact
  • Jesse Maltzman left Bridgeway Wealth Partners, Llc for Mariner (registered 2022-07-14)
    Jul 29, 2022 · Advisor changed firm · fact
  • Bridgeway Wealth Partners, Llc reported RAUM $72.4M, down 78% from $323.1M (2020-06-25 to 2021-04-05)
    Apr 5, 2021 · RAUM change · derived
  • Adam Jason Orlosky (Managing Director) appeared on Schedule A of Bridgeway Wealth Partners, Llc
    Apr 5, 2021 · Control person joined · fact
  • Bridgeway Wealth Partners, Llc reported RAUM $323.1M, up 112% from $152.3M (2019-12-13 to 2020-05-01)
    May 1, 2020 · RAUM change · derived
  • Bridgeway Wealth Partners, Llc filed its initial SEC registration (Form ADV)
    Dec 13, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026