Newbridge Wealth Management
Newbridge Wealth Management is an SEC-registered wealth manager in Bryn Mawr, PA with $219.5M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Newbridge Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169239, SEC 801-123445, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $219.5M (2026-02-04)
- Firm type
- Wealth Manager
- Location
- Bryn Mawr, PA
- Employees
- 3
- Clients
- 154
- CRD
- 169239
- Ownership
- BARBERA, VINCENT, ROY; WIEGAND, R. CHRISTOPHER
How much AUM does Newbridge Wealth Management have?
Newbridge Wealth Management reported $219.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Newbridge Wealth Management?
Disclosed owners and executives of Newbridge Wealth Management include BARBERA, VINCENT, ROY, WIEGAND, R. CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.