| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Barton Sharkey Control | Managing Member | 25-50% | 2009 |
| Eric Thomas Thurber Control | Managing Member/Chief Investment Officer | 50-75% | 2009 |
| Marguerite Amaral Tavares | Chief Compliance Officer | Under 5% | 2023 |
Three Bridge Wealth Advisors, LLC reports $817.8 million in regulatory assets under management on its Form ADV.
Three Bridge Wealth Advisors, LLC reports 9 employees.
Three Bridge Wealth Advisors, LLC is based in Los Altos, CA and has been SEC-registered since 2009.
Three Bridge Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 240 Third Street, Suite 110, Los Altos, CA 94022 |
| Phone | 650-433-3500 |
| Fax | 650-433-3501 |
| Office hours | 6:30 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1950962 |
| Discloses disciplinary history | Yes |
| Discretionary | $817.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $817.8M |