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OLD BRIDGE WEALTH, INC
CRD 332180File 801-130858
APPROVED
Retail clients
Filing as of Sep 23, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$143.7M
Bottom 25% of cohort (national)
Discretionary AUM
$143.7M
Clients
253
253 accounts
Employees
5
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 6, 2024
- Principal office
- 333 JACKSON AVENUE, SUITE #5, SYOSSET, NY, 11791
- Phone
- (347) 723-8943
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $143.7M
- Discretionary AUM
- $143.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 253
- Non-discretionary accounts
- 0
- Total accounts
- 253
- AUM per client
- $568K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $2.5M |
| Charitable organizations | Fewer than 5 | $57.2M |
| High net worth individuals | 66 | $48.3M |
| Pension and profit sharing plans | 7 | $6.5M |
| Individuals (other than high net worth individuals) | 173 | $29.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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.