THREE BRIDGE WEALTH ADVISORS
Firm details
- Headquarters
- LOS ALTOS, California
- CRD number
- 150460
- Registered since
- July 9, 2009
- Website
- www.threebridgewa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI99.4%
- Individuals0.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Three Bridge Wealth Advisors is an independent, SEC-registered registered investment adviser formed as an LLC in 2009 and owned by an individual. The firm acts as a capital allocator for individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Its fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Other34%
- Cash & Cash Equivalents12%
- State & Local Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1Cynthia Banfield
Chief of StaffCRD 8183303
Contacts
2 of 2BRETT SHARKEY
Co-Founder & Managing DirectorCRD 4646380
ERIC THURBER
Co-Founder & Managing DirectorCRD 2654696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$282M in ETFs
99%
$278M
1%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $56.8M | 410,767 | 20.17% |
Location
LOS ALTOS, CA
SANTA CLARA
Location
LOS ALTOS, CA
Headquartered in LOS ALTOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 240 3rd St
- Time zone
- PT (UTC-8)
- Office locations
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