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OLD BRIDGE WEALTH, INC
CRD 332180 · SEC 801-130858
333 JACKSON AVENUE, SUITE #5, SYOSSET, NY, 11791, United States
Phone
(347) 723-8943
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.7M
Discretionary AUM
$143.7M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-09-23
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 173 | $29.1M |
| High net worth individuals | 66 | $48.3M |
| Pension/profit sharing plans | 7 | $6.5M |
| Corporations/business entities | 7 | $2.5M |
States served
NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD