Domestic entity
EntityBRIDGES HOLDING COMPANY, INC.StatusSHAREHOLDERReported since07/2017Ownership75% or moreControl personYes
Bridges Investment Management Inc
OMAHA, NE
Form ADV and provider website profile · CRD 108028 · regulatory data as of Sep 10, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Bridges Investment Management Inc. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$11.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
3,175Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$11.0BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$307MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 11/2006
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2017
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 10/2017
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Douglas Richard Plahn | Senior Vice President & Director | 11/2006 | Individual | No | Less than 5% |
| Inc. Bridges Holding Company | Shareholder | 07/2017 | Domestic entity | Yes | 75% or more |
| Michael Graham App | Senior Vice President, & Director | 10/2017 | Individual | No | Less than 5% |
| Nicholas Alan Wilwerding | Chief Executive Officer, President, Chairman, Director | 07/2024 | Individual | Yes | Less than 5% |
| Megan Marie Mcmurry | Executive Vice President | 10/2021 | Individual | No | Less than 5% |
| Riley N Hickman | Chief Operating Officer, Executive Vice President, Director | 07/2024 | Individual | Yes | Less than 5% |
| Marietta Elizabeth Luellen | Executive Vice President | 10/2023 | Individual | Yes | Less than 5% |
| Jack Joseph Holmes | Chief Investment Officer, Senior Vice President, Director | 07/2024 | Individual | Yes | Less than 5% |
| Pamela Sue Schulte | Treasurer And Director Of Finance | 07/2024 | Individual | Yes | Less than 5% |
| Robert Thomas Baldi | Chief Compliance Officer And Secretary | 08/2026 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityMGI HOLDINGS, INC.StatusSHAREHOLDERReported since12/2006Ownership75% or moreControl personYes
Owners & Executives
Source: Form ADVDR
Douglas Richard Plahn
Senior Vice President & Director
MG
Michael Graham App
Senior Vice President, & Director
NA
Nicholas Alan Wilwerding
Chief Executive Officer, President, Chairman, Director
MM
Megan Marie Mcmurry
Executive Vice President
RN
Riley N Hickman
Chief Operating Officer, Executive Vice President, Director
ME
Marietta Elizabeth Luellen
Executive Vice President
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives10
Indirect ownership records2
Regulatory statusSEC registered investment adviser
SEC registration dateDec 9, 1999
CRD number108028