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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
Frequently asked questions
Is Bridge Financial Planning, LLC a family office or an RIA?
Bridge Financial Planning, LLC is a registered investment advisor (RIA), not a family office. Its SEC registration indicates it provides financial planning and wealth management to multiple clients, which aligns with a multi-client advisory practice rather than a single- or multi-family office.
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.
What investment services does Bridge Financial Planning, LLC offer?
Based on its RIA registration, the firm provides financial planning and wealth management, which typically encompasses asset allocation, retirement planning, portfolio construction, and investment management. No specific asset-class preferences or direct investment strategies are publicly detailed.
What is the geographic focus of Bridge Financial Planning, LLC?
The firm's headquarters location is not confirmed through public sources. As an RIA, its client base likely resides within a specific US state or region, but no distribution is disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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