Derek James Elrod
Investment adviser representative at Bridgewealth Advisory Group, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$868.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Bridgewealth Advisory Group, LLCMar 2018 to now
- Apw Capital, Inc.May 2011 to now
- Rb Capital Management, LLCJun 2004 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bridgewealth Advisory Group, LLC
$868.9MAssets managed
793Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4793202
- Firm CRD
- 293514