Three Bridge Wealth Advisors

Overview

Three Bridge Wealth Advisors is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals, families and small businesses. The firm is SEC-registered (2009) and describes itself as a capital allocator that also selects outside advisers when appropriate. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Advisory services listed on filings include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and third-party manager selection. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices