Bridgeworth Wealth Management

EST. AUM
$2,016,498,230

CONTACTS
8

CLIENT ACCOUNTS
5,489

Firm Details

Metro area Birmingham
CRD Number 164100
Website savantwealth.com
Client types

Overview

Bridgeworth merged with Savant Wealth. Bridgeworth co-founder DeLynn Zell, CFP, continues to lead the Alabama offices and serves on Savant's Board of Directors. Zell and current Bridgeworth partners, along with five newly announced partners, are member-owners in Savant. As the Bridgeworth team joins Savant, the Birmingham and Huntsville offices will remain in their current locations. Bridgeworth is located in Birmingham, AL, manages about $2.2 billion for ultra-high net worth and high net worth individuals, and primarily accesses strategies through mutual fund structures, including liquid alternatives.

Platform Details

Investment Preferences

Alternative Activity