Elisa R. Schvaneveldt

BRIDGE GENERATIONS WEALTH MANAGEMENT

Millcreek, UT

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CRD#: 7350320

Professional summary

Elisa Ray Schvaneveldt is a registered financial advisor currently at BRIDGE GENERATIONS WEALTH MANAGEMENT located in Millcreek, Utah.

Elisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Elisa has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Wasatch Mountain Club; Not investment-related; 1390 1100 E, Suite 103, Salt Lake City, UT 84105; Non-profit organization; Co-Treasurer; 4/2023; 5 hours/month devoted; 0 hours during securities trading hours; File taxes, prepare books, and present financials to the Board of Directors. 2) Bridge Generations Wealth Management LLC; Investment-related; 5900 Southwest 73rd Street, Suite 300, South Miami, FL 33143; Registered investment adviser; Investment Adviser Representative; 5/2024; 30 hours/month devoted; 10 hours during securities trading hours; Investment advisory services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elisa Ray Schvaneveldt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 3, 2024 - Present

BRIDGE GENERATIONS WEALTH MANAGEMENT

RIA

CRD#: 331683

Millcreek, UT

Past

March 23, 2021 - January 31, 2025

FORUM FINANCIAL MANAGEMENT, LP

RIA

CRD#: 145706

Murray, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIDGE GENERATIONS WEALTH MANAGEMENT

BRIDGE GENERATIONS WEALTH MANAGEMENT | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

CRD#: 331683 / SEC#: 801-130597

RIA

Registered Investment Advisory firm - (7/3/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/3/2024)

IAR

Utah
(7/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/10/2021

Uniform Investment Adviser Law Examination

Current Firm

BRIDGE GENERATIONS WEALTH MANAGEMENT

BRIDGE GENERATIONS WEALTH MANAGEMENT | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

CRD#: 331683 / SEC#: 801-130597

RIA

Registered Investment Advisory firm - (7/3/2024 Approved)

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Contact information

Main Address

5966 South Dixie Highway Suite 300, South Miami, FL 33143

Mailing Address

Phone number

(305) 666-9411

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIDGE GENERATIONS WEALTH MANAGEMENT BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	496
AUM (Assets Under Management)	$ 288,941,649

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Elisa R. Schvaneveldt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elisa Ray Schvaneveldt's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIDGE GENERATIONS WEALTH MANAGEMENT

FORUM FINANCIAL MANAGEMENT, LP

Primary Firm SEC Registration

BRIDGE GENERATIONS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2021

Current Firm

BRIDGE GENERATIONS WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIDGE GENERATIONS WEALTH MANAGEMENT

TRUST BUT VERIFY

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