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 retirement income planning, Social Security optimization, and tax-efficient withdrawal strategies to differentiate from larger firms.

Tech Utilization Leverage existing tech stack (WordPress, HubSpot, analytics) to enhance digital client onboarding, content marketing for education-driven engagement, and automated lead nurturing to scale from a small team.

Growth Levers Position as a growth-oriented boutique alternative to mega-firms by offering personalized financial planning, fiduciary guidance, and local market knowledge to attract clients seeking high-touch service.

Strategic Partnerships Explore partnerships with local employers, retirement communities, and CPA/attorney networks to generate qualified referrals and expand the client base in the DC metropolitan area.

Operational Expansion With a lean team, emphasize scalable processes, standardized client journeys, and outsourced support options to increase capacity for new client acquisition without sacrificing service quality.

Similar companies to Bridgemark Wealth Management

Bridgemark Wealth Management Tech Stack

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

WordPress
Content Management System
Redtail CRM
Customer Relationship Management
MySQL
Database
Font Awesome
Font Scripts
TweenMax
Javascript Frameworks
Slider Revolution
Miscellaneous
jQuery Mobile
Mobile Frameworks
Bootstrap
UI Frameworks

Bridgemark Wealth Management's Email Address Formats

Bridgemark Wealth Management uses at least 1 format(s):

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 NAICS code?

Bridgemark Wealth Management's SIC code is 6282 - Investment Advice 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.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 WordPressRedtail CRMMySQLFont AwesomeTweenMaxSlider RevolutionjQuery MobileBootstrap.

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.