← Back to searchVisit website
NEWBRIDGE WEALTH MANAGEMENT
NEWBRIDGE WEALTH MANAGEMENT, LLC
CRD 169239 · SEC 801-123445
859 W. LANCASTER AVENUE, BRYN MAWR, PA, 19010, United States
Phone
610-564-8042
Fax
610-750-9274
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$219.5M
Discretionary AUM
$210.0M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $0 |
| High net worth individuals | 135 | $217.5M |
| Pooled investment vehicles | 4 | $2.0M |
States served
MA, PA
All web addresses on file
Official SEC filing: View on IAPD