SourcingSourcing

BRIDGEWAY WEALTH MANAGEMENT, LLC

A65
CRD 326547·SEC 801-128190·CEDAR RAPIDS, IA
AUM
$164.6M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$494K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD
326547
SEC file #
801-128190
EIN
—
DBA names
—

Economics

AUM
$164.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$151.5M → $164.6M▲ +9%
Client mix
Individuals Other130
Individuals High Net Worth118
Pension Profit Sharing Plans8

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
CEDAR RAPIDS IA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
bridgewaywm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Stoddard, Denny, Joseph
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Stoddard, Denny, Joseph
Schmall, Noah
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRIDGEWAYWM.COM
Rdap Domain Creation Date
2023-04-11T15:22:12Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2182
Soi Zip Pct 200k Plus
0.0448
Soi Zip Returns 200k Plus
880
Soi Zip Total AGI
1,436,893
Fdic Zip Total Deposits
17,579,402,000
Fdic Zip Branch Count
383
Fdic Zip Top Banks
U.S. Bank National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James6
E*trade4
Fdic Zip Branches Raw
Hawkeye Bank of Cedar RapidsCedar Rapids, IA
Hawkeye Bank of Cedar RapidsCedar Rapids, IA
Fdic Zip HHI
1174.74
Fdic Zip Top Bank Share Pct
23.44
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-04-11T15:22:12Z
Rdap Domain Last Changed
2023-04-11T15:22:13Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI61,646
Returns4,710
Stub 2
AGI186,887
Returns5,040
Stub 3
AGI206,747
Returns3,360
Soi Zip Total Business Income
31,422
Soi Zip Total Cap Gains
47,748
Soi Zip Total Dividends
30,824
Soi Zip Total Returns
19,660
Top Owner CRD
2118415
Trust Company Affiliate
No

People (2)

2
Stoddard, Denny, Joseph
IAR · Direct Owner · 87.5%
2118415
Schmall, Noah
IAR · Executive Officer · 2.5%
7454551