Old Bridge Wealth, Inc

RIASEC Registered
Total AUM
$151M
Discretionary
$151M
100% of AUM
Avg account
$509K
Accounts
296
Employees
6
Advisory reps
4

Firm details

Headquarters
Syosset, New York
CRD number
332180
Registered since
August 6, 2024
Website
www.oldbridgewealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI41.72%
  • Charitable Organizations28.68%
  • Individuals22.88%
  • Pension & Profit Sharing Plans4.82%
  • Corporations / Businesses1.9%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Old Bridge Wealth, Inc. is a corporation that registered with the SEC in 2024 and operates as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and emphasizes portfolio management for individuals and small businesses, along with the selection of other advisers when clients require access to third‑party managers. Ownership is individual rather than institutional, and the firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, US Government Bonds 6%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 2%, Private Funds 2%85%
  • Exchange Traded Equities85%
  • US Government Bonds6%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds2%
  • Private Funds2%

Owners & executives

1 of 1

  • Elan Parra

    Chief Compliance OfficerCRD 8143740

Contacts

3 of 3
  • Giovanni Treglia

    Giovanni Treglia

    OwnerCRD 5836820

  • Michael Mongiello

    Investment Adviser RepresentativeCRD 4630706

  • Jason Nardis

    FounderCRD 7949165

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Syosset, NY

Nassau

Location

Syosset, NY

Headquartered in Syosset, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
333 Jackson Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth