Hedge Fund Database

THREE BRIDGE WEALTH ADVISORS

THREE BRIDGE WEALTH ADVISORS, LLC Legal Name

Adviser information for THREE BRIDGE WEALTH ADVISORS last updated from Form ADV on March 18th, 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 California, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 589 $756.4M
Non-Discretionary 0 $0
Total 589 $756.4M

Clients

Type Number RAUM
Individuals 45 $89.4M
HNW Individuals 29 $667.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-70332
SEC ERA File Number 801-70332
SEC CIK Numbers 1950962
SEC CRD Numbers 150460
Legal Entity Identifier None

Principal Office

3270 ALPINE ROAD
PORTOLA VALLEY
CA
United States
Monday - Friday, 6:30 A.M. - 4:00 P.M.
Tel: 650-433-3500, Fax: 650-433-3501

Websites

www.threebridgewa.com www.linkedin.com/company/three-bridge-wealth-advisors-llc/?viewasmember=true

Chief Compliance Officer

MARGUERITE TAVARES
CHIEF COMPLIANCE OFFICER
1350 COLUMBIA STREET
SUITE 300
SAN DIEGO
CA
United States
Tel: 619-795-3412
Fax: 619-278-0050
(Full email address available in API data)

Regulatory Contact

ERIC THURBER
MANAGING MEMBER
3270 ALPINE ROAD
PORTOLA VALLEY
CA
United States
Tel: 650-433-3500
Fax: 650-433-3501
(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
SHARKEY, BRETT, BARTON Individual – MANAGING MEMBER 08/2009 25-50%
THURBER, ERIC, THOMAS Individual – MANAGING MEMBER/CHIEF INVESTMENT OFFICER 08/2009 50-75%
TAVARES, MARGUERITE, AMARAL Individual – CHIEF COMPLIANCE OFFICER 02/2023 < 5%

No. Employees, Historic

105020192020202120222023202420257 on 4/16/20197 on 10/17/20197 on 4/2/20207 on 6/23/20207 on 10/2/20207 on 10/20/20206 on 3/31/20218 on 3/31/20228 on 4/27/20228 on 9/16/20228 on 2/22/20238 on 3/29/20238 on 12/22/20238 on 1/26/20248 on 2/20/20249 on 3/18/2024

RAUM, Historic

900M450M02019202020212022202320242025445230000 on 4/16/2019445230000 on 10/17/2019467446286 on 4/2/2020467446286 on 6/23/2020467446286 on 10/2/2020467446286 on 10/20/2020548265788 on 3/31/2021778299245 on 3/31/2022778299245 on 4/27/2022778299245 on 9/16/2022778299245 on 2/22/2023813803539 on 3/29/2023813803539 on 12/22/2023813803539 on 1/26/2024813803539 on 2/20/2024756423205 on 3/18/2024

No. Clients, Historic

20010002019202020212022202320242025119 on 4/16/2019119 on 10/17/2019120 on 4/2/2020120 on 6/23/2020120 on 10/2/2020120 on 10/20/202081 on 3/31/202172 on 3/31/202272 on 4/27/202272 on 9/16/202272 on 2/22/202373 on 3/29/202373 on 12/22/202373 on 1/26/202473 on 2/20/202474 on 3/18/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ISHARES TR MSCI ACWI ETF 43M 379K –
COINBASE GLOBAL INC COM CL A 28M 124K –
SPDR S&P 500 ETF TR TR UNIT 19M 35K –
VANGUARD INDEX FDS S&P 500 ETF SHS 13M 26K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 11M 98K –
ISHARES GOLD TR ISHARES NEW 9M 194K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 8M 197K –
ISHARES TR RUS MID CAP ETF 7M 91K –
INVESCO QQQ TR UNIT SER 1 7M 15K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 7M 151K –
SPDR GOLD TR GOLD SHS 6M 30K –
META PLATFORMS INC CL A 6M 13K –
ISHARES TR RUS 1000 GRW ETF 6M 17K –
ISHARES TR MSCI EMG MKT ETF 6M 136K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 5M 99K –
ROBLOX CORP CL A 5M 126K –
APPLE INC COM 3M 13K –
ALPHABET INC CAP STK CL A 3M 15K –
NVIDIA CORPORATION COM 3M 22K –
ORACLE CORP COM 3M 18K –
ISHARES TR MSCI EAFE ETF 3M 33K –
MICROSOFT CORP COM 2M 5K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 2M 58K –
PIMCO ETF TR ENHAN SHRT MA AC 2M 21K –
RTX CORPORATION COM 2M 21K –
UNILEVER PLC SPON ADR NEW 2M 36K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 5K –
ISHARES TR RUSSELL 2000 ETF 2M 9K –
GITLAB INC CLASS A COM 2M 37K –
NOVO-NORDISK A S ADR 2M 13K –
MAPLEBEAR INC COM 2M 55K –
DISNEY WALT CO COM 2M 18K –
PALO ALTO NETWORKS INC COM 2M 4K –
SPDR SER TR PRTFLO S&P500 GW 1M 18K –
MEDTRONIC PLC SHS 1M 17K –
GENERAL DYNAMICS CORP COM 1M 4K –
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 1M 24K –
PALANTIR TECHNOLOGIES INC CL A 1M 43K –
JOHNSON & JOHNSON COM 1M 7K –
HOME DEPOT INC COM 1M 3K –
WALMART INC COM 962K 14K –
INTUIT COM 960K 1K –
VISA INC COM CL A 956K 4K –
NIKE INC CL B 833K 11K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 810K 17K –
VANGUARD INDEX FDS MCAP VL IDXVIP 783K 5K –
ADOBE INC COM 768K 1K –
ACCENTURE PLC IRELAND SHS CLASS A 751K 2K –
PEPSICO INC COM 651K 4K –
ISHARES TR CALIF MUN BD ETF 650K 11K –
STARBUCKS CORP COM 647K 8K –
DIAGEO PLC SPON ADR NEW 634K 5K –
3M CO COM 612K 6K –
C H ROBINSON WORLDWIDE INC COM NEW 564K 6K –
BIOGEN INC COM 562K 2K –
CISCO SYS INC COM 547K 12K –
ISHARES TR CORE S&P US GWT 520K 4K –
PROCTER AND GAMBLE CO COM 510K 3K –
COSTCO WHSL CORP NEW COM 488K 574 –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 476K 6K –
VANGUARD INDEX FDS LARGE CAP ETF 455K 2K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 449K 9K –
SCHWAB STRATEGIC TR INTL EQTY ETF 436K 11K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 429K 2K –
WORKDAY INC CL A 414K 2K –
BECTON DICKINSON & CO COM 358K 2K –
JPMORGAN CHASE & CO. COM 311K 2K –
GOLDMAN SACHS GROUP INC COM 291K 644 –
INVESCO EXCH TRADED FD TR II FTSE RAFI SML 284K 9K –
WEAVE COMMUNICATIONS INC COM 283K 31K –
SELECT SECTOR SPDR TR TECHNOLOGY 280K 1K –
ISHARES TR RUS 2000 VAL ETF 277K 2K –
SALESFORCE INC COM 271K 1K –
VANGUARD INDEX FDS MID CAP ETF 271K 1K –
GRANITESHARES ETF TR 2X LONG NVDA DAI 260K 4K –
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 257K 13K –
ISHARES U S ETF TR GSCI CMDTY STGY 255K 9K –
COCA COLA CO COM 247K 4K –
ISHARES TR US TREAS BD ETF 246K 11K –
ISHARES INC CORE MSCI EMKT 241K 5K –
SCHWAB STRATEGIC TR US BRD MKT ETF 241K 4K –
ISHARES TR JPMORGAN USD EMG 227K 3K –
ALPHABET INC CAP STK CL C 220K 1K –
VANGUARD BD INDEX FDS SHORT TRM BOND 215K 3K –
SCHWAB CHARLES CORP COM 215K 3K –
BANK AMERICA CORP COM 215K 5K –
THERMO FISHER SCIENTIFIC INC COM 208K 376 –
PHILLIPS EDISON & CO INC COMMON STOCK 204K 6K –
SELECT SECTOR SPDR TR COMMUNICATION 201K 2K –
MATTERPORT INC COM CL A 138K 31K –
TILRAY BRANDS INC COM 17K 10K –