NEWBRIDGE WEALTH MANAGEMENT, LLC

NEWBRIDGE WEALTH MANAGEMENT, LLC of BRYN MAWR, PA is an SEC-registered investment adviser (CRD 169239). Regulatory assets under management: $219.5M.

Registration

• CRD: 169239
• SEC file number: 801-123445
• Type: Registered investment adviser
• Location: 859 W. LANCASTER AVENUE, BRYN MAWR, PA, 19010
• Phone: 610-564-8042
• Latest filing: 2026-02-04
• Regulatory AUM: $219.5M
• Discretionary AUM: $210.0M
• Non-discretionary AUM: $9.5M
• Clients: 3
• Accounts: 800

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169239 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search