NEWBRIDGE WEALTH MANAGEMENT
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About the firm
New Bridge Wealth Management is a private financial counseling firm with clients across the US. Their process-driven approach to financial planning provides comfort and clarity to clients' long-term goals, and they believe in a patient, disciplined approach to investment management that delivers value and peace of mind.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, and Retirement Plans. The firm covers cash flow and net worth, financing and disposition of large transactions with tax liability minimization, estate planning and administration, asset growth maximization, and asset protection against market risks.
Who they serve
Executives, young couples and individuals, retirees, small business owners, individuals experiencing life changing events, and women in transition.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 15 | $0 |
| High Net Worth Individuals | 135 | $218M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 4 | $2.0M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than or equal to $500k | 1.25% |
| Between $500k - $1 million | 1.25% |
| Between $1 million - $2.5 million | 1.00% |
| Between $2.5 - $4.5 million | 0.75% |
| Between $4.5 - $5.5 million | 0.55% |
| Between $5.5 - $7.0 million | 0.45% |
| Between $7.0 - $10 million | 0.35% |
| Greater than $10 million | 0.00% |
Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEWBRIDGE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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