← Directory
THREE BRIDGE WEALTH ADVISORS
Legal name: THREE BRIDGE WEALTH ADVISORS, LLC
CRD 150460File 801-70332
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$1.05B
Clients
71
605 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 9, 2009
- Principal office
- 240 THIRD STREET, SUITE 110, LOS ALTOS, CA, 94022
- Phone
- 650-433-3500
- Website
- HTTP://WWW.THREEBRIDGEWA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $1.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 605
- Non-discretionary accounts
- 0
- Total accounts
- 605
- AUM per client
- $14.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $1.04B |
| Individuals (other than high net worth individuals) | 10 | $6.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2026 | AUM | $817,768,814 | $1,045,756,051 | increased by$227,987,237 |
| Apr 1, 2026 | Accounts | 561 | 605 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 72 | 71 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $778,299,245 | $817,768,814 | increased by$39,469,569 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 566 | 561 | decreased by5 |
| Apr 1, 2022 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2022 | Clients | 81 | 72 | decreased by9 |
| Apr 1, 2022 | AUM | $548,265,788 | $778,299,245 | increased by$230,033,457 |
| Apr 1, 2022 | Accounts | 229 | 566 | increased by337 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THREE BRIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THREE BRIDGE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.