Bridgeway Wealth Management, LLC

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Client assets under management

$160,564,736

Clients

248

48% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

124

Very High

Average account size

$647,438

About

Bridgeway Wealth Management provides financial planning, consulting, and both discretionary and non‑discretionary investment management to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm offers project‑based and ongoing planning engagements in addition to portfolio management for individual clients of varying wealth levels.

Portfolios are constructed from a mix of stocks, bonds, ETFs, ETNs, closed‑end and mutual funds, structured notes and alternative investments, with asset allocation tailored to each client’s risk tolerance, time horizon and liquidity needs. The firm frequently implements strategies by selecting Independent Managers and principally delivers investment management through Raymond James wrap fee programs, including the Ambassador Program, under both discretionary and non‑discretionary mandates.

Notable features that distinguish the firm from many peers are its affiliation with a licensed attorney who maintains a separate law practice and may serve as legal counsel to some clients under separate engagements, and its role as an investment manager within wrap fee programs. The firm also participates in and receives educational and administrative support tied to its custodian relationship, including access to custodian‑sponsored educational events and technology, which can create conflicts of interest different from those at many similarly sized advisers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Wealth management College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fees may be charged for financial planning or consulting projects; specifics vary.

Percentage

0.50% – 1.50% annually (varies based on portfolio size, composition, services, and service provider)

Commissions

Insurance products offered by supervised persons on a commission basis separately from advisory fees.

Project-based

$500 to $2,000 per hour, negotiable depending on scope and professional.

Other

Account minimum: $1,000

Main office location

Bridgeway Wealth Management, LLC

1909 51 St Street Ne

Cedar Rapids IA 52402, United States

Number of offices

Most active in

Arizona · Florida · Illinois · Iowa · Nebraska · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 319-393-6535

Advisors at this firm

Denny S

Series 63, Series 66

Queen Creek, AZ

Bridgeway Wealth Management, LLC

Denny Stoddard is a financial advisor at Bridgeway Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James Financial Services and his own firms, Stoddard Investment Group and Stoddard Wealth Management. Bridgeway Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses customized portfolios combining equities, fixed income, ETFs, mutual funds, structured products, and alternative investments, employing various analytical approaches and primarily delivering services through third-party wrap-fee platforms.

General retirement planning Wealth management College savings (529s, UTMA, etc.)

Noah S

Series 66

Cedar Rapids, IA

Bridgeway Wealth Management, LLC

Noah Schmall is a financial advisor with Bridgeway Wealth Management, LLC in Cedar Rapids, Iowa, holding a Series 66 designation and four years of industry experience. He also manages Schmall Law Firm PLLC, where he practices law focusing on estate planning, wills, and power of attorney matters. Prior to joining Bridgeway Wealth Management, he held various roles at Raymond James Financial Services Advisors, 1935 Wealth Management, and Lynch Dallas. Bridgeway Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using a range of investment products and utilizes both discretionary and non-discretionary management, primarily through third-party wrap-fee platforms administered by Raymond James.

General retirement planning Wealth management College savings (529s, UTMA, etc.)

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