Three Bridge Wealth Advisors, LLC
● SEC registered since 2009CRD 150460SEC# 801-70332Los Altos, CA
Reg. AUM
$1.05B
Employees
10
Accounts
605
Location
Los Altos, CA
Three Bridge Wealth Advisors, LLC assets under management
Three Bridge Wealth Advisors, LLC is an SEC-registered investment adviser based in Los Altos, CA. The firm has been registered since 2009. It reports $1 billion in regulatory assets under management and employs 10 people.
Three Bridge Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Barton Sharkey Control | Managing Member | 25-50% | 2009 |
| Cynthia Ann Banfield Control | Chief Compliance Officer | Under 5% | 2025 |
| Eric Thomas Thurber Control | Managing Member/Chief Investment Officer | 50-75% | 2009 |
Frequently asked questions
How much does Three Bridge Wealth Advisors, LLC manage?
Three Bridge Wealth Advisors, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Three Bridge Wealth Advisors, LLC have?
Three Bridge Wealth Advisors, LLC reports 10 employees.
Where is Three Bridge Wealth Advisors, LLC located?
Three Bridge Wealth Advisors, LLC is based in Los Altos, CA and has been SEC-registered since 2009.
Does Three Bridge Wealth Advisors, LLC disclose fund performance?
Three Bridge Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 240 Third Street, Suite 110, Los Altos, CA 94022 |
| Phone | 650-433-3500 |
| Fax | 650-433-3501 |
| Office hours | 6:30 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1950962 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.05B▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $1.05B