Bridge Generations Wealth Management
Bridge Generations Wealth Management is an SEC-registered wealth manager in South Miami, FL with $259.8M assets under management (AUM, regulatory AUM), -10% over one year. See who owns Bridge Generations Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331683, SEC 801-130597, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $259.8M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- South Miami, FL
- Employees
- 7
- Clients
- 171
- CRD
- 331683
- Ownership
- BRES ADVISORS, LLC; DAVID N. SMITH & ASSOCIATES, INC.; SMITH, DAVID, N; SMITH, DAVID, NEIL; RAY, BARBARA, JEAN
How much AUM does Bridge Generations Wealth Management have?
Bridge Generations Wealth Management reported $259.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Bridge Generations Wealth Management?
Disclosed owners and executives of Bridge Generations Wealth Management include BRES ADVISORS, LLC, DAVID N. SMITH & ASSOCIATES, INC., SMITH, DAVID, N, SMITH, DAVID, NEIL, RAY, BARBARA, JEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.