Yes. As an SEC-registered investment advisor (CRD #150460), Three Bridge Wealth Advisors is subject to fiduciary duty under federal law.
Three Bridge Wealth Advisors is headquartered in LOS ALTOS, CA.
Three Bridge Wealth Advisors serves 61 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, Three Bridge Wealth Advisors offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Three Bridge Wealth Advisors manages $1.0 billion in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, Three Bridge Wealth Advisors serves high-net-worth individuals and institutional clients. View client details ↓