Investment adviser · CRD 332180
OLD BRIDGE WEALTH, INC
Investment adviser filing (IA)
SYOSSET, NY, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $151M Form ADV · Item 5.F
- Client accounts
- 296 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 83 | $62,827,840 | 41.7% |
| Charities | Fewer than 5 | $43,189,246 | 28.7% |
| Individuals | 197 | $34,453,721 | 22.9% |
| Retirement plans | 9 | $7,256,704 | 4.8% |
| Corporations & businesses | 7 | $2,865,676 | 1.9% |
Filing source
Form ADV 2133019 · Sep 28, 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 fundsThe 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: Sep 28, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
333 JACKSON AVENUE, SUITE #5SYOSSET, NY, 11791, United States
CRD 332180
Filing source
Form ADV 2133019 · Sep 28, 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.