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| Happy Holidays!! thanks for using AUM13F!! |
| Newbridge Wealth Management LLC
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| CRD # | 169239 |
| SEC # | 801-123445 |
| CIK # | |
| AUM | $160.0 M (2025-02-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 610-564-8042 |
| Address | 859 W Lancaster Avenue Bryn Mawr, PA 19010 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 10.0 |
| (b) Individuals (high net worth individuals) | 105 | 148.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 2.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 620 | 160.0 |
| By Discretionary | ||
| Discretionary | 605 | 150.0 |
| Non-Discretionary | 15 | 10.0 |
| Total | 620 | 160.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.0 | |
| Total | 620 | 160.0 |
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✚
|
AL | 0.2 |
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0.2 | |
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0.2 | |
|
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✚
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|
Odlum Brown USA Investment Management Limited
✚
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0.2 | |
|
Coordinated Capital Securities Inc
✚
|
WI | 0.2 |
|
Embarcadero Financial Investment Advisory LLC
✚
|
CA | 0.2 |
|
Gasber Financial Advisors Inc
✚
|
CA | 0.2 |
|
Freestate Advisors LLC
✚
|
KS | 0.2 |