THREE BRIDGE WEALTH ADVISORS
SEC RegisteredDedicated to helping our clients achieve a Life Well Lived
About the firm
Three Bridge is a team of experienced, dedicated professionals that strives to transcend its fiduciary role and become truly trusted counsel to first-generation, financially successful individuals and families. With unsurpassed service and industry knowledge, they design, implement and manage comprehensive solutions that advance the values of their clients and their families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Design, implement and manage comprehensive solutions that advance the values of clients and their families
Who they serve
First-generation, financially successful individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $6.2M |
| High Net Worth Individuals | 61 | $1.0B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 30, 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. THREE BRIDGE WEALTH ADVISORS 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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