| Name | Title | Ownership | Since |
|---|---|---|---|
| Giovanni Nmn Treglia Control | Managing Partner And President | 50-75% | 2017 |
| Jason Frank Nardis Control | Managing Partner, Vp, And Chief Compliance Officer | 50-75% | 2017 |
Old Bridge Wealth, Inc reports $38.7 million in regulatory assets under management on its Form ADV.
Old Bridge Wealth, Inc reports 4 employees.
Old Bridge Wealth, Inc is based in Syosset, NY and has been SEC-registered since 2024.
Old Bridge Wealth, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 333 Jackson Avenue, Suite #5, Syosset, NY 11791 |
| Phone | (347) 723-8943 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $38.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $38.7M |