Bridlewood Private Wealth LLC

Bridlewood Private Wealth provides discretionary and non-discretionary portfolio management and related financial planning services primarily for individual clients and small businesses, managing roughly $4.5 million for a small roster of clients. Financial planning is offered to asset management clients at no additional charge and implementation is at the client’s discretion.

The firm’s investment work draws on fundamental, technical, charting and cyclical analysis and is implemented through direct management, the use of model portfolios and, when appropriate, third‑party sub‑advisors. Bridlewood participates in a model marketplace to subscribe to Altruist‑hosted and third‑party model portfolios and relies on custodial statements for client reporting; the firm does not accept soft‑dollar benefits from brokers.

A distinctive feature is the firm’s insurance affiliation: the adviser is a licensed insurance agent who may offer commission‑based insurance products (reported as representing less than 1% of his time), a practice the brochure discloses as a potential conflict and states is mitigated through disclosure and fiduciary obligations. The firm also notes it does not vote client proxies and that sub‑advisors used charge separate management fees, with Bridlewood retaining responsibility for overall client suitability.