NEWBRIDGE WEALTH MANAGEMENT

Overview

Newbridge Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm operates as a capital allocator for both individual & family clients and institutional relationships, combining financial planning and portfolio management for individuals and small businesses with the selection of outside advisers when a specialist manager is required. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee options. Investment activity tilts toward fixed income: the firm shows a clear preference for investment-grade corporate bonds and constructs portfolios around credit-sensitive, income-producing instruments. Newbridge is not an active ESG investor according to its profile. As an allocator, it also supplements core portfolios with third-party strategies—particularly real estate exposures—rather than concentrating solely on in-house proprietary products.

Assets & Accounts

Investments & Alternatives

Location & Offices