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| Keyboard |
| Newbridge Wealth Management LLC
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|---|---|
| CRD # | 169239 |
| SEC # | 801-123445 |
| CIK # | |
| AUM | 219.5 M (2026-02-04) |
| 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) | 15 | 0.0 |
| (b) Individuals (high net worth individuals) | 135 | 217.5 |
| (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 | 800 | 219.5 |
| By Discretionary | ||
| Discretionary | 780 | 210.0 |
| Non-Discretionary | 20 | 9.5 |
| Total | 800 | 219.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.5 | |
| Total | 800 | 219.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
Copper Leaf Financial LLC
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|
Slocum Gordon & Co LLP
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RI | 219.2 M |
|
Forteris Wealth Management Inc
✚
|
NY | 219.0 M |
|
San BLAS Advisory Inc
✚
|
GA | 218.9 M |
|
Vaughan and Company Securities Inc
✚
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NJ | 218.9 M |