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NEWBRIDGE WEALTH MANAGEMENT
Legal name: NEWBRIDGE WEALTH MANAGEMENT, LLC
CRD 169239File 801-123445
APPROVED
Retail clients
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$219.5M
Below cohort median (national)
Discretionary AUM
$210.0M
Non-discretionary $9.5M
Clients
154
800 accounts
Employees
3
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 11, 2022
- Principal office
- 859 W. LANCASTER AVENUE, BRYN MAWR, PA, 19010
- Phone
- 610-564-8042
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $219.5M
- Discretionary AUM
- $210.0M
- Non-discretionary AUM
- $9.5M
- Discretionary accounts
- 780
- Non-discretionary accounts
- 20
- Total accounts
- 800
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 135 | $217.5M |
| Pooled investment vehicles | 4 | $2.0M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 15 | $0 |
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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.