NORTHBRIDGE WEALTH MANAGEMENT LLC

Overview

Northbridge Wealth Management LLC is structured as a limited liability company owned by an individual. The firm provides fee-based advice charged as a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. FINTRX flags the adviser as unclassified and indicates it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices