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NEWBRIDGE WEALTH MANAGEMENT
BRYN MAWR, PA
610-564-8042
SEC #801-123445Total AUM
$219.5M
Employees
3Clients
163Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
859 W. LANCASTER AVENUE
BRYN MAWR
PA 19010
United States
BRYN MAWR
PA 19010
United States
Operating Hours
9-5PM
Monday - Friday
Monday - Friday
Phone
610-564-8042
Other Offices
3
Financials
Total AUM
$219.5M
Accounts
800Discretionary
$210M
Accounts
780Non-Discretionary
$9.5M
Accounts
20
Clients
Individual Clients
15AUM
$0
HNW Individual Clients
135AUM
$217.5M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
4AUM
$2M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MAPA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.