Overview
Assets Under Management: $160 million
Headquarters: BRYN MAWR, PA
High-Net-Worth Clients: 105
Average Client Assets: $1 million
Frequently Asked Questions
NEWBRIDGE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169239), NEWBRIDGE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NEWBRIDGE WEALTH MANAGEMENT, LLC is headquartered in BRYN MAWR, PA.
NEWBRIDGE WEALTH MANAGEMENT, LLC serves 105 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, NEWBRIDGE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NEWBRIDGE WEALTH MANAGEMENT, LLC manages $160 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, NEWBRIDGE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.50
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 620
Discretionary Accounts: 605
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 169239
Last Filing Date: 2025-02-12 00:00:00
Website: https://newbridgewealth.com