Old Bridge Wealth, Inc
● SEC registered since 2024CRD 332180SEC# 801-130858Syosset, NY
Reg. AUM
$150.6M
Employees
6
Accounts
296
Location
Syosset, NY
About Old Bridge Wealth
Old Bridge Wealth provides thoughtful, personalized financial guidance tailored to each client's goals and needs. It draws inspiration from enduring structure as a metaphor for building lasting client relationships oriented to retirement foundations.
Summary based on the firm’s website.
Old Bridge Wealth, Inc assets under management
Old Bridge Wealth, Inc is an SEC-registered investment adviser based in Syosset, NY. The firm has been registered since 2024. It reports $150.6 million in regulatory assets under management and employs 6 people.
Old Bridge Wealth, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elan David Parra Control | Chief Compliance Officer | Under 5% | 2025 |
| Giovanni Treglia Control | Managing Partner And President | 50-75% | 2017 |
| Jason Frank Nardis Control | Managing Partner, Vp | 50-75% | 2017 |
Frequently asked questions
How much does Old Bridge Wealth, Inc manage?
Old Bridge Wealth, Inc reports $150.6 million in regulatory assets under management on its Form ADV.
How many employees does Old Bridge Wealth, Inc have?
Old Bridge Wealth, Inc reports 6 employees.
Where is Old Bridge Wealth, Inc located?
Old Bridge Wealth, Inc is based in Syosset, NY and has been SEC-registered since 2024.
Does Old Bridge Wealth, Inc disclose fund performance?
Old Bridge Wealth, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 Jackson Avenue, Suite #5, Syosset, NY 11791 |
| Phone | (347) 723-8943 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.6M▲ 289%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$150.6Mregulatory AUM
Discretionary $150.6M