Managing Member · Bridgewealth Advisory Group, LLC
Derek J. Elrod
CRD 4793202 · Named on Form ADV at one SEC-registered adviser
At a glance
Bridgewealth Advisory Group, LLC, an SEC-registered wealth manager based in Fresno, CA with $869 million in regulatory assets, lists Derek J. Elrod on its Form ADV as Managing Member, a control person.
Firms and roles
- Bridgewealth Advisory Group, LLCManaging MemberWealth manager · Fresno, CA · $869M in regulatory assets
AtlasMembers
Derek’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kevin C. HookChief Compliance Officer & Managing Member, Bridgewealth Advisory Group, LLC
- Joshua A. CarpenterManaging Member, Bridgewealth Advisory Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.