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Bay Ridge Private Wealth

EST. AUM
$950,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Charlottesville
CRD Number
Website bayridgepw.com
Client types

Overview

Bay Ridge Private Wealth is an independent advisory practice based in Charlottesville, Virginia, offering securities and investment advisory services through &Partners, LLC, a registered broker-dealer and investment adviser (FINRA/SIPC). Founded in 2014 by Jonathan Chasen and Crystal Martin, the practice operates through a collaborative, team-based model in which multiple advisors discuss each client's financial situation collectively. The firm serves professionals, executives, business owners, retirees, and families in transition, typically working with clients holding between $1 million and $10 million in investable assets. Client assets are held in custody at Fidelity Investments through National Financial Services LLC.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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