Bridlewood Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bridlewood Private Wealth LLC provides discretionary and non‑discretionary asset management to individuals and small businesses, and offers financial planning to its asset‑management clients at no additional charge. The firm operates as a solo registered investment adviser managing roughly $4.5 million for a small client base and charges advisory fees based on assets under management, a common structure for independent firms.
The firm uses a mix of fundamental, technical, charting and cyclical analysis and may employ options, mutual funds, ETFs and fixed‑income securities as part of client portfolios, with an emphasis on risk disclosure and periodic account reviews. Bridlewood can manage accounts directly under discretionary authority and may allocate portions of client assets to sub‑advisors or subscribe to third‑party model portfolios through the Altruist platform to implement strategies.
Noteworthy for a one‑advisor practice, the firm’s principal is a licensed insurance agent who spends less than 1% of time on insurance activities and may offer insurance products for separate compensation; the brochure discloses this potential conflict and describes mitigation measures and fiduciary obligations. The combination of no account minimums, included financial planning for managed clients, and the use of sub‑advisors and a model marketplace distinguishes its operating model from many solo advisers with similar assets under management.
Client services
Expertise
Fee options
Up to $499,999 - $499,999: 0.80% $500,000 - $999,999: 0.70% $1,000,000 - $2,999,999: 0.60% $3,000,000 - $4,999,999: 0.50% $5,000,000 - $9,999,999: 0.40% $10,000,000+: 0.40%
Main office
Shrewsbury NJ
Advisors at this office
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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