Investment adviser · CRD 169239

NEWBRIDGE WEALTH MANAGEMENT

Investment adviser filing (IA)

NEWBRIDGE WEALTH MANAGEMENT, LLC

BRYN MAWR, PA, United States · Form ADV filed Feb 4, 2026

Regulatory AUM: $220M
Client accounts: 800
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	135	$217,500,000	99.1%
Pooled investment vehicles	4	$2,000,000	0.9%
Individuals	15	$0	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%
Other clients	Fewer than 5	$0	0.0%

Filing source

Form ADV 2049370 · Feb 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

859 W. LANCASTER AVENUE
BRYN MAWR, PA, 19010, United States

CRD 169239

Filing source

Form ADV 2049370 · Feb 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.