Newbridge Wealth Management, LLC
● SEC registered since 2022CRD 169239SEC# 801-123445Bryn Mawr, PA
Reg. AUM
$219.5M
Employees
3
Accounts
800
Location
Bryn Mawr, PA
Newbridge Wealth Management, LLC assets under management
Newbridge Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Bryn Mawr, PA. The firm has been registered since 2022. It reports $219.5 million in regulatory assets under management and employs 3 people.
Newbridge Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| R. Christopher Wiegand Control | Managing Partner, Cco | 25-50% | 2013 |
| Vincent Roy Barbera Control | Managing Partner | 25-50% | 2013 |
Frequently asked questions
How much does Newbridge Wealth Management, LLC manage?
Newbridge Wealth Management, LLC reports $219.5 million in regulatory assets under management on its Form ADV.
How many employees does Newbridge Wealth Management, LLC have?
Newbridge Wealth Management, LLC reports 3 employees.
Where is Newbridge Wealth Management, LLC located?
Newbridge Wealth Management, LLC is based in Bryn Mawr, PA and has been SEC-registered since 2022.
Does Newbridge Wealth Management, LLC disclose fund performance?
Newbridge Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 859 W. Lancaster Avenue, Bryn Mawr, PA 19010 |
| Phone | 610-564-8042 |
| Fax | 610-750-9274 |
| Office hours | 9-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$219.5M▲ 37%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$219.5Mregulatory AUM
Discretionary $210MNon-discretionary $9.5M