Bridge Financial Planning, LLC
Bridge Financial Planning, LLC is an SEC-registered ria with $100.4M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Bridge Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174840, SEC 801-130662, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $100.4M (2026-05-18)
- Firm type
- Ria
- Employees
- 2
- Clients
- 95
- CRD
- 174840
- Ownership
- HARPER, JENNIFER, BRYSON
How much AUM does Bridge Financial Planning, LLC have?
Bridge Financial Planning, LLC reported $100.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Bridge Financial Planning, LLC?
Disclosed owners and executives of Bridge Financial Planning, LLC include HARPER, JENNIFER, BRYSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.