NEWBRIDGE WEALTH MANAGEMENT, LLC
Doing business as NEWBRIDGE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$219,500,000
Discretionary
$210,000,000
Non-discretionary
$9,500,000
Firm details
- CRD number
- 169239
- SEC file number
- 801-123445
- Main office
- BRYN MAWR, PA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.NEWBRIDGEWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.