Old Bridge Wealth, Inc
Old Bridge Wealth, Inc is an SEC-registered mass-market adviser in Syosset, NY with $143.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Old Bridge Wealth, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332180, SEC 801-130858, data through 2025-09-23.
- AUM (assets under management / regulatory AUM)
- $143.7M (2025-09-23)
- Firm type
- Mass-Market Adviser
- Location
- Syosset, NY
- Employees
- 5
- Clients
- 253
- CRD
- 332180
- Ownership
- TREGLIA, GIOVANNI; Nardis, Jason; TREGLIA, GIOVANNI, NMN; PARRA, ELAN, DAVID; NARDIS, JASON, FRANK
How much AUM does Old Bridge Wealth, Inc have?
Old Bridge Wealth, Inc reported $143.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-09-23).
Who owns Old Bridge Wealth, Inc?
Disclosed owners and executives of Old Bridge Wealth, Inc include TREGLIA, GIOVANNI, Nardis, Jason, TREGLIA, GIOVANNI, NMN, PARRA, ELAN, DAVID, NARDIS, JASON, FRANK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.