Bridgeway Wealth Partners, LLC

Bridgeway Wealth Partners, LLC is a registered investment adviser based in New York, established in October 2016. The firm offers discretionary and non-discretionary wealth management services to high net worth individuals, trusts, foundations, corporations, endowments, institutional investors, and private pooled investment vehicles. Services include portfolio management, investment strategy, asset allocation, risk assessment, and regular portfolio monitoring. Bridgeway requests discretionary authority from clients to select securities and execute transactions. The firm operates as a fiduciary, making investment decisions in the best interests of clients. Bridgeway may direct clients to third-party advisers and may recommend private equity funds or private placements. The firm charges an annual fee of up to 2% of total assets under management, with fees paid quarterly. Bridgeway may receive compensation for the sale of investment products, and clients may impose restrictions on investments based on personal values. The firm does not charge performance-based fees and serves various types of clients, including individuals, high-net-worth individuals, and charitable organizations. Bridgeway's investment strategies include long-term purchases, dividend growth, growth, and value investing. Clients receive quarterly reports on their accounts, and the firm does not have custody of client assets. Bridgeway does not vote proxies on behalf of clients and has not faced bankruptcy in the last ten years. The firm has provided promissory notes to advisors and employees, and executed a cross trade for a client in 2022 without taking a fee.