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Black Bridge Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,022,174
Clients
50
40% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$580,443
About
Black Bridge Advisors provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients. The firm advises on a broad range of investments, including equities, fixed income, mutual funds and ETFs, as well as interests in REITs and private partnerships (real estate, oil & gas, private equity) and variable annuities.
The firm uses five proprietary, risk‑based ETF model portfolios that emphasize low‑cost, tactically diversified allocations and ongoing monitoring and rebalancing, with portfolio recommendations tailored to each client’s objectives and risk tolerance. Financial plans are produced using planning software and reviewed at least annually, and the firm discloses that tax efficiency is not its primary management consideration.
Notably, Black Bridge Advisors is affiliated with Black Bridge Partners, LLC, an affiliated exempt reporting adviser that sponsors a private debt fund offering direct real‑estate lending to accredited investors; investments in that fund are excluded from the firm’s advisory billing and the affiliation is disclosed as a potential conflict of interest. The managing member is also licensed to sell insurance and the firm reports custody relationships tied to its affiliated adviser, operational features that distinguish it from many independent advisory firms.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Real estate investing
Retirement income strategy
Fee options
Fixed financial planning fees generally range between $1,000 and $7,500 per year billed quarterly in arrears; fees are negotiable depending on complexity.
$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
Insurance commissions earned by persons affiliated with the firm are separate and in addition to advisory fees.
$200 per hour
Main office location
Black Bridge Advisors, LLC
2262 S 1200 W Ste 102
Woods Cross UT 84087, United States
Number of offices
1
Most active in
Black Bridge Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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