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Bridgers Wealth Management, LLC (Moorestown)


Bridgers Wealth Management, LLC is a large advisory firm based in Moorestown. It manages $221.21 million of regulatory assets for 1,438 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Delaware, Florida, and 7 other states.




Bridgers Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bridgers Wealth Management: assets under management

The assets under management (AUM) of Bridgers Wealth Management, LLC is $221.21 million. The firm's AUM has grown by 109% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $176.21 million in discretionary accounts and $45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.05 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bridgers Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Moorestown

The principal office where Bridgers Wealth Management, LLC performs its advisory services is located at 110 Marter Ave, Suite 410, Moorestown, NJ 08057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 856-500-2900 or by fax 856-210-7230. The normal business hours are 9 am to 5 pm on Monday - Friday.


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