# Bridgford Wealth Advisory, LLC

Bridgford Wealth Advisory, LLC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 290871
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290871

## About

Bridford Wealth Advisory, LLC is a state-registered investment adviser in Rock Island, IL. It manages approximately $15 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Is Bridgford Wealth Advisory a registered investment advisor?

Yes. Bridgford Wealth Advisory, LLC (SEC) as a registered investment advisor. This registration requires the firm to adhere to a fiduciary standard and file periodic disclosures with the SEC.

### Does Bridgford Wealth Advisory manage assets directly or outsource?

As a registered investment advisor, Bridgford is generally permitted to manage client assets directly through discretionary investment authority. However, without public filings specifying custodian or sub-advisory relationships, it is unclear whether the firm uses internal management, third-party asset managers, or a hybrid model.

### How can I access Bridgford Wealth Advisory's SEC filings?

Bridgford Wealth Advisory, LLC's SEC filings — including Form ADV — are publicly available through the SEC's Investment Adviser Public Disclosure (IAPD) database. These filings provide details on the firm's registration status, business structure, and number of clients.

### Does Bridgford Wealth Advisory offer tax or estate planning?

Registered investment advisors often coordinate tax and estate planning as part of comprehensive wealth management. Bridgford's registration category allows for such services, but no publicly confirmed offerings for tax preparation or estate attorney referrals have been found beyond the general advisory scope.

## Related profiles

- [World Equity Group](https://altss.com/profile/world-equity-group-inc)
- [QSEMBLE CAPITAL MANAGEMENT, LP](https://altss.com/profile/qsemble-capital-management-lp)

---

Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/bridgford-wealth-advisory-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology