# OLD BRIDGE WEALTH, INC

OLD BRIDGE WEALTH, INC of SYOSSET, NY is an SEC-registered investment adviser.

## Registration

- CRD: 332180
- Type: SEC-registered investment adviser
- SEC file number: 801-130858
- Location: 333 JACKSON AVENUE, SUITE #5, SYOSSET, NY, 11791
- Phone: (347) 723-8943
- Latest filing: 2025-09-23
- Regulatory AUM: $143.7M
- Discretionary AUM: $143.7M
- Clients: 5
- Accounts: 253

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Giovanni Treglia | MANAGING PARTNER AND PRESIDENT | — |
| Jason Frank Nardis | MANAGING PARTNER, VP; MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | — |
| Elan David Parra | CHIEF COMPLIANCE OFFICER | — |
| Giovanni Nmn Treglia | MANAGING PARTNER AND PRESIDENT | — |
| TREGLIA GIOVANNI | MANAGING PARTNER AND PRESIDENT | — |
| Nardis Jason | MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | — |
| TREGLIA GIOVANNI NMN | MANAGING PARTNER AND PRESIDENT | — |
| NARDIS JASON FRANK | MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332180/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332180/similar
- Related entities: https://search.stillhousedata.com/firm/332180/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332180

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.