PlanOptica

Filings through .

Bridgewealth Advisory Group

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served5+2 YoYRank #3146 of mapped providers
Assets under administration$66M0.0%Rank #9909 by share of filed assets
Fees received$148,702Median $14,689/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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