|
⚲
|
| Keyboard |
| Old Bridge Wealth Inc
✚
|
|
|---|---|
| CRD # | 332180 |
| SEC # | 801-130858 |
| CIK # | |
| AUM | 143.7 M (2025-09-23) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 347-723-8943 |
| Address | 333 Jackson Avenue Syosset, NY 11791 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 29.1 |
| (b) Individuals (high net worth individuals) | 66 | 48.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 6.5 |
| (h) Charitable organizations | 0 | 57.2 |
| (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 | 7 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 143.7 |
| By Discretionary | ||
| Discretionary | 253 | 143.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 253 | 143.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.7 | |
| Total | 253 | 143.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
PMG Family Office LLC
✚
|
TX | 144.0 M |
|
Haven Capital Group Inc
✚
|
CA | 143.9 M |
|
Kestrel Wealth Management LLC
✚
|
IN | 143.9 M |
|
Villanova Investment Management Company LLC
✚
|
PA | 143.9 M |
|
BGV Financial Advisors USA LLC
✚
|
FL | 143.8 M |
|
Davidov Financial Coaching LLC
✚
|
NY | 143.8 M |
|
Arista Advisory Group LLC
✚
|
NY | 143.7 M |
|
Procore Advisors LLC
✚
|
CA | 143.7 M |
|
Star Capital Inc
✚
|
MN | 143.6 M |
|
Mayfield Advisors Inc
✚
|
CA | 143.5 M |