Wealth Bridge Solutions, LLC is a large advisory firm based in Portland. It manages $149.5 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Florida, Massachusetts, Oregon, and Vermont.
Wealth Bridge Solutions provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealth Bridge Solutions, LLC is $149.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 172% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealth Bridge Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Wealth Bridge Solutions is pension and profit sharing plans with 39 clients and $66 million of assets under management. Among the 10 most similar advisory firms, Wealth Bridge Solutions has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $149.5 million for 133 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wealth Bridge Solutions doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Omar Ricardo Marquez joined the executive team most recently as the Member.
The principal office where Wealth Bridge Solutions, LLC performs its advisory services is located at 111 Sw 5 Th Avenue, Portland, OR 97204, which is also the mailing address of the firm. An additional office of the firm is in Burlington, VT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (877) 356-1058 or by fax (503) 765-7447. The normal business hours are by appointment only on Other. You can find more information about the New York firm at wealthbridge-solutions.com.