Mark
Kolta
Bridgeway Wealth Partners, LLC
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About this Advisor
Mark Kolta is a financial advisor who works out of New York, New York. Kolta is on the advisory team at Bridgeway Wealth Partners, LLC. The advisor has gained experience at Cetera Advisors LLC, National Securities Corp, National Asset Management, Aegis Capital Corp, The Kolta Group and Worden Capital Management LLC. Kolta has Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Bridgeway Wealth Partners, LLC is a firm that has its headquarters in New York, NY. The investment advisory business has a total of 11 financial advisors. It manages $147 million in assets among its 516 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 516 client accounts, 99% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees billed by Bridgeway Wealth Partners, LLC may include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bridgeway Wealth Partners, LLC Brokerage Details
$146,668,357
11
516
$284,241
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Mark Kolta Work History
Mark has been registered as a financial advisor for 0 years.*
Worden Capital Management LLC
Aegis Capital Corp
The Kolta Group
National Asset Management
National Asset Management
Cetera Advisors LLC
National Securities Corp
*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 Mark Kolta 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 Bridgeway Wealth Partners, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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