Adam
Munger

Bridgeworth Wealth Management

CRD#5486821
Investment Advisor
in Birmingham, AL

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About this Advisor

Adam Munger is a certified financial planner operating in Birmingham, Alabama, with a total of 2 years of relevant experience. Munger works at Bridgeworth Wealth Management. Throughout their career, they have worked at Scottrade, Inc, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Bridgeworth Wealth Management and Scottrade Investment Management. Munger holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in Alabama. Bridgeworth Wealth Management is a financial advisory business that has its headquarters in Birmingham, AL. It has a total of 60 people on staff. It administers $2 billion in total assets between its 5,489 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 17 charitable organizations. Of its 5,489 accounts, 36% are associated with high-net-worth individuals who have more than $1 million in investable assets. Bridgeworth Wealth Management performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on the services. Fees billed by Bridgeworth Wealth Management can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

101 25Th Street North Suite 100
Birmingham, AL 35203

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Bridgeworth Wealth Management Brokerage Details

Total Assets Under Management

$2,016,498,230

AL Average: $1,620,585,161
Total Number of Employees

60

AL Average: 52
Total Number of Accounts

5,489

AL Average: 1,560
Average Account Size

$367,371

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Adam Munger Work History

Adam has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Bridgeworth Wealth Management

2018 - 2021 (3 years)

Td Ameritrade, Inc

2018 - 2021 (3 years)

Td Ameritrade Investment Management, LLC

2017 - 2018 (1 year)

Scottrade Investment Management

2010 - 2018 (8 years)

Scottrade, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Munger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bridgeworth Wealth Management

Edward Thomas
Birmingham, AL
Jennifer Jesup
Birmingham, AL
Charles Ivey
Birmingham, AL
Richard Constantine
Birmingham, AL
David Curles
Birmingham, AL
Jeris Gaston
Birmingham, AL
Delynn Zell
Birmingham, AL
Henry Ware
Birmingham, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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