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| Happy Holidays!! thanks for using AUM13F!! |
| Old Bridge Wealth Inc
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|---|---|
| CRD # | 332180 |
| SEC # | 801-130858 |
| CIK # | |
| AUM | $38.7 M (2025-02-28) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 347-723-8943 |
| Address | 333 Jackson Avenue Syosset, NY 11791 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 18.7 |
| (b) Individuals (high net worth individuals) | 12 | 20.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 205 | 38.7 |
| By Discretionary | ||
| Discretionary | 205 | 38.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 205 | 38.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 38.7 | |
| Total | 205 | 38.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MW Investment Strategy
✚
|
CA | 0.0 |
|
Lake Water Capital LLC
✚
|
0.0 | |
|
Alexander Beard USA Inc
✚
|
0.0 | |
|
Lincolnbridge Financial Planning LLC
✚
|
IL | 0.0 |
|
NGC Financial LLC
✚
|
NY | 0.0 |
|
Fundamental Investment Services LLC
✚
|
0.0 | |
|
Harvestwise Wealth LLC
✚
|
CA | 0.0 |
|
ZERO Day Capital Enterprises LLC
✚
|
0.0 | |
|
Montrose Estate Capital Management LLC
✚
|
TX | 0.0 |
|
Boerum Hill Financial Advisors LLC
✚
|
NY | 0.0 |