OLD BRIDGE WEALTH, INC
SEC RegisteredBridge Your Foundation For Retirement
About the firm
At Old Bridge Wealth, Inc. we draw inspiration from the Ponte Vecchio's enduring structure as we work to build strong, lasting relationships with our clients. We offer thoughtful, personalized financial guidance tailored to each client's goals and needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Thoughtful, personalized financial guidance tailored to each client's goals and needs.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 173 | $29M |
| High Net Worth Individuals | 66 | $48M |
| Charitable Organizations | 7 | $6.5M |
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 |
|---|---|
| All Assets | 2.00% |
Data as of September 23, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OLD BRIDGE WEALTH, INC 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.