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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B••••• G••••••••• W••••• M•••••••••
Legal name B••••• G••••••••• W••••• M••••••••• L••
Latest filing Mar 16, 2026
First filing on the tape Jun 3, 2024 · 10 filings
SEC status approved since Jul 3, 2024
RAUM
$260M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$260M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$65.0M
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$260M as of Mar 16, 2026
Mar 10, 2025$289M then
HNW client RAUM$28.9M as of Mar 16, 2026
Mar 10, 2025$265M then
State-registered IARs (5.B.3)4 as of Mar 16, 2026
Mar 10, 20254 then
Employees (5.A)7 as of Mar 16, 2026
Mar 10, 20258 then
Private funds: no history
RAUM -10% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Mar 16, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $65.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 43derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $406,920derivedHNW RAUM over HNW clients
- Average account
- $550,425derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -10%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +10%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $204M, 108 clientsreportedItem 9.A
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$231M89%
- High-net-worth individuals$28.9M11%
- Individual clients
- 100reported
- HNW clients
- 71reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 472reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $204M for 108 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••••• J••• R••Personal Financial Specialist | South Miami, Fl | Jul 3, 2024 | 23 y | 3 |
| E•••• R•• S•••••••••Certified Financial Planner | South Miami, Fl | Jul 3, 2024 | 14 y | 1 |
| D•••• N••• S••••Certified Financial Planner, Chartered Financial Consultant | South Miami, Fl | Jul 25, 2024 | 35 y | 5 |
| M•••••• E••••• A•••••• | South Miami, Fl | Feb 23, 2025 | 11 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- M•••••• E••••• A•••••• from C••••• W••••• M•••••••••Feb 23, 2025 · RIA to RIA
- D•••• N••• S•••• from F•••• F•••••••• M••••••••• L•Jul 25, 2024 · RIA to a newly registered adviser
- E•••• R•• S••••••••• from F•••• F•••••••• M••••••••• L•Jul 3, 2024 · RIA to a newly registered adviser
- B•••••• J••• R•• from F•••• F•••••••• M••••••••• L•Jul 3, 2024 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from F•••• F•••••••• M••••••••• L•Jan 31, 2025 · Lombard, Il
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- R••• B••••••• J••• · Managing Membercontrolsince 05/2024 · owns less than 5%
- S••••• D••••• N••• · Managing Member And Ccocontrolsince 05/2024 · owns less than 5%
- R••• B••••••• J••• · Ownercontrolsince 03/2024 · owns 75% or more of B••• A•••••••• L••
- S••••• D••••• N• · Ownercontrolsince 07/2007 · owns 75% or more of D•••• N• S•••• • A••••••••• I•••
Entity owners
- B••• A•••••••• L•• · Ownerdirect · owns 50% to 75%
- D•••• N• S•••• • A••••••••• I••• · Ownerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- F•••••••• W••••• S••••••••• I•••real estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| South Miami, Fl · principal | 4 | 0 | 0 | ||
| Millcreek, Ut | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Mar 16, 2026HNW share of RAUM moved from 92.0% to 11.0% between the annual amendments of 2025-03-10 and 2026-03-16peers: independent wealth managers, $100M to $500M (5,678)
What changed
consecutive filings, newest first
- Accounts · 496 to 472Sep 16, 2025 to Mar 16, 2026
- Individual clients · 84 to 100Sep 16, 2025 to Mar 16, 2026
- Employees · 8 to 7Sep 16, 2025 to Mar 16, 2026
- Discretionary RAUM · $289M to $259MSep 16, 2025 to Mar 16, 2026
- HNW RAUM · $265M to $28.9MSep 16, 2025 to Mar 16, 2026
- Individual RAUM · $22.3M to $231MSep 16, 2025 to Mar 16, 2026
- Non-discretionary RAUM · $0 to $848,794Sep 16, 2025 to Mar 16, 2026
- RAUM · $289M to $260MSep 16, 2025 to Mar 16, 2026
- Financial planning clients · 101-250 to 101-250Mar 10, 2025 to May 8, 2025
- Accounts · 482 to 496Nov 6, 2024 to Mar 10, 2025
- Advisory activities · 4 to 3Nov 6, 2024 to Mar 10, 2025
- HNW clients · 65 to 71Nov 6, 2024 to Mar 10, 2025
- Individual clients · 70 to 84Nov 6, 2024 to Mar 10, 2025
- Assets in custody · $114M to $204MNov 6, 2024 to Mar 10, 2025
- Employees · 6 to 8Nov 6, 2024 to Mar 10, 2025
- Insurance-licensed employees · 4 to 0Nov 6, 2024 to Mar 10, 2025
- Financial planning clients · 0 to 101-250Nov 6, 2024 to Mar 10, 2025
- Discretionary RAUM · $269M to $289MNov 6, 2024 to Mar 10, 2025
- HNW RAUM · $249M to $265MNov 6, 2024 to Mar 10, 2025
- Individual RAUM · $19.5M to $22.3MNov 6, 2024 to Mar 10, 2025
- RAUM · $269M to $289MNov 6, 2024 to Mar 10, 2025
- Accounts · 0 to 482Sep 10, 2024 to Nov 6, 2024
- HNW clients · unset to 65.0Sep 10, 2024 to Nov 6, 2024
- Individual clients · unset to 70.0Sep 10, 2024 to Nov 6, 2024
- Assets in custody · unset to 113623005.0Sep 10, 2024 to Nov 6, 2024
- Custody of client assets · false to trueSep 10, 2024 to Nov 6, 2024
- Discretionary RAUM · $0 to $269MSep 10, 2024 to Nov 6, 2024
- HNW RAUM · unset to 249290884.0Sep 10, 2024 to Nov 6, 2024
- Individual RAUM · unset to 19472623.0Sep 10, 2024 to Nov 6, 2024
- RAUM · $0 to $269MSep 10, 2024 to Nov 6, 2024
- Advisory activities · 3 to 4Jun 20, 2024 to Jul 8, 2024
Signals
2 dated events
- 2 advisors left F•••• F•••••••• M••••••••• L• (Lombard, IL) for B••••• G••••••••• W••••• M••••••••• on the same dayJan 31, 2025 · Team lift-out · derived
- B••••• G••••••••• W••••• M••••••••• filed its initial SEC registration (Form ADV)Jun 3, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- s••••••@b•••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 305-666-9411reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 385-388-0010reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/bridge-generations-wealthreportedpublic record, Form ADV, Sep 19, 2026
- Website
- b•••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 305-666-9411reportedpublic record, Form ADV, Mar 16, 2026
- Contact form
- b•••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $65.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026