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THREE BRIDGE WEALTH ADVISORS

THREE BRIDGE WEALTH ADVISORS, LLC

CRD 150460 · SEC 801-70332

Visit website

240 THIRD STREET, SUITE 110, LOS ALTOS, CA, 94022, United States

Phone

650-433-3500

Fax

650-433-3501

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.05B

Discretionary AUM

$1.05B

Team

10 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals10$6.2M
High net worth individuals61$1.04B

States served

CA, CO, TX

All web addresses on file

Official SEC filing: View on IAPD