Bridgewood Private Wealth

Finance · Australia · 11-50 Employees

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Overview

Headquarters

484 St Kilda Rd L 6, Melbourne, Victoria...

Phone Number

+61 398564999

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
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1
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About Bridgewood Private Wealth

Bridgewood Private Wealth is a privately owned financial planning firm established in 2000, focusing on providing tailored investment, wealth creation, and retirement planning services. They offer a range of services including risk management, estate planning, and small business solutions, emphasizing a client-centric approach rather than a transactional relationship. The company aims to build long-term relationships with clients by delivering straightforward and cost-effective advice. Their target clients include individuals seeking comprehensive financial planning and businesses needing specialized financial solutions.Explore more
Bridgewood Private Wealth's Social MediaPopular SearchesBridgewood Private WealthBridgewood Private Wealth Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Bridgewood Private Wealth Org Chart

PhoneEmail
JM
Australia flag for contact location.

Director and Private Client Adviser

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
NM
Australia flag for contact location.

Director and Private Client Adviser

PhoneEmail

PhoneEmail
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BL
Australia flag for contact location.

Manager, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bridgewood Private Wealth

<$5M
11-50
Private
-
-
JM
Jake MounseyDirector and Private Client Adviser
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2015
JS
Joseph ScarmozzinoDirector and Certified Financial Planner
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bridgewood Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bridgewood Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bridgewood Private Wealth.

Bridgewood Private Wealth Tech Stack

A closer look at the technologies used by Bridgewood Private Wealth

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Frequently Asked Questions Regarding Bridgewood Private Wealth

What is Bridgewood Private Wealth's official website?
Bridgewood Private Wealth's official website is www.bridgewoodprivatewealth.com.au
What is Bridgewood Private Wealth's Revenue?
Bridgewood Private Wealth's revenue is <$5 Million
What is Bridgewood Private Wealth's SIC code?
Bridgewood Private Wealth's SIC: 62,628
What is Bridgewood Private Wealth's NAICS code?
Bridgewood Private Wealth's NAICS: 52,523
How many employees does Bridgewood Private Wealth have?
Bridgewood Private Wealth has 11-50 employees
What industry does Bridgewood Private Wealth belong to?
Bridgewood Private Wealth is in the industry of: Finance, Securities Trading
What is Bridgewood Private Wealth competition?
Bridgewood Private Wealth top competitors include: Chris Humphrey Private Wealth Management, Concurrence Financial Planning, Intergenerational Wealth, FIRSTUNITY Financial Services
What technology does Bridgewood Private Wealth use?
Some of the popular technologies that Bridgewood Private Wealth uses are: WordPress.org, PHP, Google Font API, jPlayer
How do I contact Bridgewood Private Wealth?
Bridgewood Private Wealth contact info: Phone number: +61 398564999 Website: www.bridgewoodprivatewealth.com.au
What does Bridgewood Private Wealth do?

Bridgewood Private Wealth is a privately owned financial planning firm established in 2000, focusing on providing tailored investment, wealth creation, and retirement planning services. They offer a range of services including risk management, estate planning, and small business solutions, emphasizing a client-centric approach rather than a transac... tional relationship. The company aims to build long-term relationships with clients by delivering straightforward and cost-effective advice. Their target clients include individuals seeking comprehensive financial planning and businesses needing specialized financial solutions.Read More

What are Bridgewood Private Wealth social media links?
Bridgewood Private Wealth Linkedin page
Is Bridgewood Private Wealth a public company?
Bridgewood Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Bridgewood Private Wealth

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