NEWBRIDGE WEALTH MANAGEMENT
NEWBRIDGE WEALTH MANAGEMENT, LLC Legal Name
Adviser information for NEWBRIDGE WEALTH MANAGEMENT last updated from Form ADV on February 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 477 | $132.0M |
| Non-Discretionary | 0 | $0 |
| Total | 477 | $132.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 20 | $15.0M |
| HNW Individuals | 85 | $116.0M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $1.0M |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | <5 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 105 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-123445 |
|---|---|
| SEC ERA File Number | 801-123445 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169239 |
| Legal Entity Identifier | None |
Principal Office
1000 WESTLAKES DRIVESUITE 130
BERWYN
PA
United States
Monday - Friday, 9-5PM
Tel: 484-329-8876, Fax: 610-750-9274
Chief Compliance Officer
R. CHRISTOPHER WIEGAND
MANAGING PARTNER
1000 WESTLAKES DRIVE
SUITE 130
BERWYN
PA
United States
Tel:
484-321-3105
Fax:
610-750-9274
C****@******************M
(Full email address available in API data)
Regulatory Contact
VINCENT R. BARBERA
MANAGING PARTNER
1000 WESTLAKES DRIVE
SUITE 130
BERWYN
PA
United States
Tel:
484-329-8877
Fax:
610-750-9274
V******@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WIEGAND, R. CHRISTOPHER | Individual | – | MANAGING PARTNER, CCO | 09/2013 | 25-50% |
| BARBERA, VINCENT, ROY | Individual | – | MANAGING PARTNER | 09/2013 | 25-50% |