What is Bridgemark Wealth Management's NAICS code?

Bridgemark Wealth Management's NAICS code is 52 (Finance and Insurance).

Insights

Niche Focus Target pre-retirees and retirees in the Greater Washington Metro area with tailored financial planning services to deepen client relationships and drive referrals.

Growth Readiness Despite a small team, Bridgemark is expanding its footprint; opportunities exist to upsell advisory services, managed accounts, or retirement planning packages as they scale.

Tech Stack Leverage Utilize CRM and marketing automation (Redtail, HubSpot, ActiveCampaign) to implement multi-channel outreach, onboarding optimization, and targeted content campaigns for prospect nurturing.

Competitive Positioning Position Bridgemark against large incumbents by emphasizing personalized service, education-driven planning, and local market expertise to win high-quality assets from mid-sized competitors.

Revenue Upsell With revenue in the lower-to-mid range for the sector, focus on expanding fee-based advisory revenue, retirement income planning, and fiduciary-grade services to increase ARPU.

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Bridgemark Wealth Management Tech Stack

Bridgemark Wealth Management uses 8 technology products and services including Sucuri, WordPress, Redtail CRM, and more. Explore Bridgemark Wealth Management's tech stack below.

Sucuri
Content Delivery Network
WordPress
Content Management System
Redtail CRM
Customer Relationship Management
Google Fonts API
Font Scripts
ActiveCampaign
Marketing Automation
HubSpot
Marketing Automation
PHP
Programming Languages
Piwik
System Analytics & Monitoring

Bridgemark Wealth Management's Email Address Formats

Bridgemark Wealth Management uses at least 4 email formats:

Bridgemark Wealth Management Email Formats	Example	Percentage
First@bridgemarkwealth.com	John@bridgemarkwealth.com	33%
FLast@bridgemarkwealth.com	JDoe@bridgemarkwealth.com	23%
Last@bridgemarkwealth.com	Doe@bridgemarkwealth.com	22%
F.Last@bridgemarkwealth.com	J.Doe@bridgemarkwealth.com	22%

Frequently Asked Questions

What is Bridgemark Wealth Management's phone number?

You can contact Bridgemark Wealth Management's main corporate office by phone at

+1-301-850-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bridgemark Wealth Management's official website and social media links?

Bridgemark Wealth Management's official website is bridgemarkwealth.com and has social profiles on LinkedIn.

How much revenue does Bridgemark Wealth Management generate?

As of July 2026, Bridgemark Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Bridgemark Wealth Management's SIC code and NAICS code?

Bridgemark Wealth Management's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Bridgemark Wealth Management have currently?

As of July 2026, Bridgemark Wealth Management has approximately 6 employees across 1 continents, including North America. Key team members include Vice President + Director Of Business Development: R. K., Partner: W. T. and Director Of Operations: B. D. Explore Bridgemark Wealth Management's employee directory with LeadIQ.

What industry does Bridgemark Wealth Management belong to?

Bridgemark Wealth Management operates in the Financial Services industry.

What technology does Bridgemark Wealth Management use?

Bridgemark Wealth Management's tech stack includes Sucuri, WordPress, Redtail CRM, Google Fonts API, ActiveCampaign, HubSpot, PHP and Piwik.

What is Bridgemark Wealth Management's email format?

Bridgemark Wealth Management's email format typically follows the pattern of First@bridgemarkwealth.com. Find more Bridgemark Wealth Management email formats with LeadIQ.

Bridgemark Wealth Management

Q: How many employees does Bridgemark Wealth Management have currently?

Bridgemark Wealth Management has approximately 6 employees.

Q: What technology does Bridgemark Wealth Management use?

Bridgemark Wealth Management's tech stack includes Handlebars, jQuery, X-Content-Type-Options, Nginx, Font Awesome.

Financial ServicesMaryland, United States2-10 Employees

Bridgemark Wealth Management is a financial services firm serving the Greater Washington Metro area from its base in Rockville, Maryland. The company focuses on helping pre-retirees and retirees manage the financial issues they encounter as they approach and move through retirement, aiming to support clients in making informed decisions through education and tailored financial strategies. With a small professional team, Bridgemark positions itself within the financial advisory field by offering guidance that emphasizes client education and practical implementation of financial plans. The firm operates in a local context, providing services targeted at individuals preparing for or already in retirement, and it notes its ongoing growth within the industry.