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Newbridge Wealth Management, LLC

● SEC registered since 2022CRD 169239SEC# 801-123445Bryn Mawr, PA
Export (members)
Reg. AUM
$160M
Employees
3
Accounts
620
Location
Bryn Mawr, PA

Newbridge Wealth Management, LLC assets under management

Newbridge Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Bryn Mawr, PA. The firm has been registered since 2022. It reports $160 million in regulatory assets under management and employs 3 people.

Newbridge Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
R. Christopher Wiegand ControlManaging Partner, Cco25-50%2013
Vincent Roy Barbera ControlManaging Partner25-50%2013

Frequently asked questions

How much does Newbridge Wealth Management, LLC manage?

Newbridge Wealth Management, LLC reports $160 million in regulatory assets under management on its Form ADV.

How many employees does Newbridge Wealth Management, LLC have?

Newbridge Wealth Management, LLC reports 3 employees.

Where is Newbridge Wealth Management, LLC located?

Newbridge Wealth Management, LLC is based in Bryn Mawr, PA and has been SEC-registered since 2022.

Does Newbridge Wealth Management, LLC disclose fund performance?

Newbridge Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address859 W. Lancaster Avenue, Bryn Mawr, PA 19010
Phone610-564-8042
Fax610-750-9274
Office hours9-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150M
Non-discretionary$10M
Total (RAUM)$160M