Bridgeworth LLC

Bridgeworth LLC, legally known as BRIDGEWORTH, LLC, is an Alabama-based Limited Liability Company that operates with 50 employees, all of whom are advisors. The firm caters to 16 clients and its SEC status is reported as "Approved" with a registration date of August 9, 2012, indicating a strong reputation in the financial advisory industry.

• BRIAN TROY HINSON

  EQUITY PARTNER owns more than 10% but less than 25%

• CHARLES ZACHARY IVEY

  EQUITY PARTNER owns more than 10% but less than 25%

• DAVID WAYNE HARRIS

  EQUITY PARTNER owns more than 10% but less than 25%

• DELYNN MORING ZELL

  CHIEF EXECUTIVE OFFICER/MANAGING PARTNER owns more than 10% but less than 25%

• HENRY BARRET WARE

  EQUITY PARTNER owns more than 10% but less than 25%

• JAMES SAMUEL FITCH

  EQUITY PARTNER owns less than 5%

• JEFFREY TODD MCCORMACK

  EQUITY PARTNER owns more than 10% but less than 25%

• JENNIFER WAGNER SNEED

  EQUITY PARTNER owns more than 10% but less than 25%

• JERIS BURNS GASTON

  EQUITY PARTNER owns less than 5%

• JONATHAN ERIC MILLICAN

  DIRECTOR OF PLANNING owns less than 5%

• JULIA HARDIN ELLIS

  DIRECTOR OF MARKETING owns less than 5%

• ROBERT WAYNE JOHNSON

  EQUITY PARTNER owns more than 5% but less than 10%

• SARA ARELLANO SMITH

  CHIEF FINANCIAL OFFICER owns less than 5%

• TOMONICA MICHELLE STOUDEMIRE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• WILLIAM O'NEAL HOCUTT

  EQUITY PARTNER owns less than 5%

• Southern Financial Group LLC
• COOK & Bynum Capital Management LLC
• Arlington Partners LLC
• Harbert Fund Advisors Inc
• NBC Securities Inc
• BHK Investment Advisors LLC
• SA Stone Investment Advisors Inc
• Vulcan Value Partners LLC
• Navigate Wealth Management LLC
• Merit Fund Advisors LLC

• Bridgeworth, LLC's Q4 2022 vs. Q1 2023 Holdings Comparison: Top Winners and Losers Revealed

• VANGUARD INDEX FDS S&P 500 ETF SHS $33,088k
• VANGUARD INDEX FDS $18,722k
• VANGUARD ADMIRAL FDS INC $18,136k
• Diamondback Energy Inc $17,900k
• VANGUARD INDEX FDS TOTAL STK MKT $14,571k
• GOLDMAN SACHS ETF TR $10,383k
• VANGUARD ADMIRAL F $9,736k
• VANGUARD BD INDEX FD INC TOTAL BND MRKT $9,715k
• GOLDMAN SACHS ETF TR $8,750k
• SPDR S&P 500 ETF TR TR UNIT $8,104k