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| Three Bridge Wealth Advisors LLC
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|---|---|
| CRD # | 150460 |
| SEC # | 801-70332 |
| CIK # | 0001950962 |
| AUM | 1,045.8 M (2026-03-30) |
| Employees | 10 (30% Investors, 30% Brokers) |
| Phone | 650-433-3500 |
| Address | 240 Third Street Los Altos, CA 94022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 21.8 | ||
| SPDR Gold Trust | 17.3 | ||
| iShares Comex Gold Trust | 16.3 | ||
| Coinbase Global Inc | 13.0 | ||
| Roblox Corp | 5.6 | ||
| Nvidia Corp | 4.8 | ||
| Alphabet Inc | 3.1 | ||
| Aclaris Therapeutics Inc | 2.7 | ||
| Microsoft Corp | 2.4 | ||
| Novo Nordisk A S | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 6.2 |
| (b) Individuals (high net worth individuals) | 61 | 1,039.5 |
| (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 | 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 | 605 | 1,045.8 |
| By Discretionary | ||
| Discretionary | 605 | 1,045.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 605 | 1,045.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,045.8 | |
| Total | 605 | 1,045.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001950962] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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