Three Bridge Wealth Advisors

RIASEC RegisteredEst. 2009

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$1.7M

Accounts

605

Employees

Advisory reps

Firm details

Headquarters: Los Altos, California
CRD number: 150460
Registered since: July 9, 2009
Website: www.threebridgewa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI99.4%
Individuals0.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Three Bridge Wealth Advisors is an independent registered investment adviser organized as an LLC and first SEC-registered in 2009. The firm is owned by an individual and positions itself as a capital allocator for high-net-worth individuals and families, offering a mix of portfolio management and financial planning services. Its advisory scope includes discretionary portfolio management for individuals and small businesses, institutional/business mandates, financial planning, and the selection of outside managers. Fee arrangements are flexible: the firm charges asset-based fees as well as hourly and fixed-fee engagements. Three Bridge does not identify as an active ESG investor and is not registered as a multistate adviser. The combination of direct portfolio management and manager selection suggests they blend in-house model management with third-party allocations where appropriate.