Bridge Generations Wealth Management Llc
- Regulatory AUM
- $260M
- Discretionary
- $259M
- Clients
- 171
- Avg AUM / client
- $1.5M
- Accounts
- 472
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 100 | $231M | 88.9% |
| High net worth individuals | 71 | $28.9M | 11.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Smith, David, N | Owner | Jul 2007 (19y) | ≈ 37.5% – 75% via David N. Smith & Associates, Inc. | |
| Barbara Jean Ray | Managing Member | Personal Financial Specialist | Mar 2024 (2y) | ≈ 37.5% – 75% via Bres Advisors, Llc |
| David Neil Smith | Managing Member And Cco | CFP Chartered Financial Consultant | May 2024 (2y) | Less than 5% |
| Elisa Ray Schvaneveldt | Registered representative | CFP | Jul 2024 (2y) | |
| Michael Eugene Allende | Registered representative | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bres Advisors, Llc | Owner | May 2024 | A | 50% – 75% |
| David N. Smith & Associates, Inc. | Owner | May 2024 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Smith, David, N: 75% – 100% of David N. Smith & Associates, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Barbara Jean Ray: 75% – 100% of Bres Advisors, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.01 MB | 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
Custody
Reported custodians
- National Financial Services (Fidelity) $229M (88% of AUM) Mar 2026
- Charles Schwab & Co. $13.6M (5% 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 16, 2026.
View current Form ADV (SEC/IAPD) ↗