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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Three Bridge Wealth Advisors LLC
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| CRD # | 150460 |
| SEC # | 801-70332 |
| CIK # | 0001950962 |
| AUM | $817.8 M (2025-03-26) |
| Employees | 9 (33% Investors, 33% Brokers) |
| Phone | 650-433-3500 |
| Address | 240 Third Street Los Altos, CA 94022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001950962 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 29.2 | ||
| Coinbase Global Inc | 26.0 | ||
| Roblox Corp | 13.3 | ||
| iShares Comex Gold Trust | 12.3 | ||
| SPDR Gold Trust | 11.6 | ||
| Nvidia Corp | 5.9 | ||
| Apple Inc | 5.9 | ||
| Microsoft Corp | 5.7 | ||
| Alphabet Inc | 3.5 | ||
| Oracle Corp | 3.0 | ||
| Walt Disney Co | 2.7 | ||
| Maplebear Inc | 2.5 | ||
| Unilever PLC | 2.3 | ||
| Palo Alto Networks Inc | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 93.8 |
| (b) Individuals (high net worth individuals) | 28 | 724.0 |
| (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 | 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 | 561 | 817.8 |
| By Discretionary | ||
| Discretionary | 561 | 817.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 561 | 817.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 817.8 | |
| Total | 561 | 817.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001950962] |
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