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RIA · CRD 174840SEC-Registered

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Bridge Financial Planning, LLC

Bridge Financial Planning, LLC is an SEC-registered investment adviser in Chattanooga, TN, registered since 2025. The firm manages approximately $100 million...

Bridge Financial Planning, LLC

Bridge Financial Planning, LLC is an SEC-registered investment adviser in Chattanooga, TN, registered since 2025. The firm manages approximately $100 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Sector focus

Financial PlanningWealth Management

Frequently asked questions

Who runs Bridge Financial Planning, LLC?

No named principal is publicly available in primary sources such as the firm's website or SEC filings. The firm's ownership structure and leadership remain undisclosed in the public record, which limits further detail.

Does Bridge Financial Planning, LLC publicly disclose its AUM?

No. The firm does not publicly disclose its AUM, deployment figures, or client count in any verifiable primary document. As a result, its scale is considered Undisclosed.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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