THREE BRIDGE WEALTH ADVISORS

240 Third Street
Suite 110
Los Altos, California 94022
Tel: 650-433-3500

About THREE BRIDGE WEALTH ADVISORS

THREE BRIDGE WEALTH ADVISORS, formally registered with the SEC as THREE BRIDGE WEALTH ADVISORS. The firm was established in 07/09/2009. They have over 1 offices throughout the country.

THREE BRIDGE WEALTH ADVISORS is a Los Altos, California based Financial Planning firm with nearly $756,423,205 assets under management, offering retirement planning & investment advisory services to 589 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150460
SEC#	801-70332
Assets Managed by Firm	$756,423,205
No. of Clients	589
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	589	$756,423,205
Individuals (other than high net worth individuals)	45	$89,359,419
High net worth individuals	29	$667,063,786

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