Old Bridge Wealth, Inc

Overview

Old Bridge Wealth, Inc. is a corporation that provides fee-based investment advisory services with a client focus on both individuals/families and institutional investors. The firm registered with the SEC in 2024 and is owned by an individual. It bills on a percentage-of-AUM basis and reports portfolio management for individuals and small businesses as well as selection of other advisers among its primary advisory activities. The firm identifies itself as a capital allocator, and it does not describe itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices