OLD BRIDGE WEALTH, INC

Overview

Old Bridge Wealth, Inc. is a corporation that focuses on providing investment advisory services primarily to individuals, families, and institutional clients. Established in 2024, the firm operates under a fee structure based on a percentage of assets under management (AUM). The firm is classified as a capital allocator and engages in portfolio management for individuals and small businesses, as well as selecting other advisers. While the firm does not actively invest in ESG (Environmental, Social, and Governance) initiatives, it has a diverse range of investment interests, particularly in alternative assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices