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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 131 | 154 | increased by23 |
| Mar 1, 2026 | AUM | $160,000,000 | $219,500,000 | increased by$59,500,000 |
| Mar 1, 2026 | Accounts | 620 | 800 | increased by180 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 3 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 85 | 131 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $115,740,000 | $160,000,000 | increased by$44,260,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 869 | 620 | decreased by249 |
| Apr 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEWBRIDGE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEWBRIDGE WEALTH” 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.