Bridgewealth Advisory Group, Llc
- Regulatory AUM
- $869M
- Discretionary
- $869M
- Clients
- 793
- Avg AUM / client
- $1.1M
- Accounts
- 2,338
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 553 | $136M | 15.7% |
| High net worth individuals | 170 | $551M | 63.4% |
| Pension and profit sharing plans | 25 | $41.8M | 4.81% |
| Charitable organizations | Fewer than 5 clients | $1.9M | 0.22% |
| Corporations and other businesses | 45 | $138M | 15.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Central Valley Indian Health Services, Inc. 401(k) Plan Central Valley Indian Health Services, Inc. | 2024 | |
| Sebastian Enterprises, Inc. 401(k) Profit Sharing Plan Sebastian Enterprises, Inc. | 2024 | |
| Sebastian Enterprises, Inc. Prevailing Wage 401(k) Profit Sharing Plan Sebastian Enterprises, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Derek James Elrod | Managing Member | CFP | May 2018 (8y) | 25% – 50% |
| Joshua Allen Carpenter | Managing Member | May 2018 (8y) | 25% – 50% | |
| Kevin Christopher Hook | Chief Compliance Officer & Managing Member | CFP | May 2018 (8y) | 25% – 50% |
| Anna L Wilkin | Registered representative | Feb 2024 (2y) | ||
| Roger William Byrd | Registered representative | Aug 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central Valley Indian Health Services, Inc. 401(k) Plan | Central Valley Indian Health Services, Inc. | 133 | $20.0M | 01/01/2024 |
| Sebastian Enterprises, Inc. 401(k) Profit Sharing Plan | Sebastian Enterprises, Inc. | 133 | $16.8M | 01/01/2024 |
| Sebastian Enterprises, Inc. Prevailing Wage 401(k) Profit Sharing Plan | Sebastian Enterprises, Inc. | 75 | $7.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $869M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗