# Old Bridge Wealth, Inc

> Old Bridge Wealth, Inc is an SEC-registered investment advisory firm in Syosset, NY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 332180
- Filed as: OLD BRIDGE WEALTH, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Syosset, NY
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332180
- AdvisorCensus page: https://advisorcensus.com/firm/old-bridge-wealth-inc-syosset-ny-332180

## Quick answers

**How is Old Bridge Wealth, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Old Bridge Wealth, Inc reports these compensation arrangements: a percentage of assets under its management.

**How much does Old Bridge Wealth, Inc charge?**
Its Form ADV Part 2A brochure dated September 23, 2025 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Old Bridge Wealth, Inc located?**
Old Bridge Wealth, Inc's principal office is in Syosset, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Old Bridge Wealth, Inc registered with the SEC or a state?**
Old Bridge Wealth, Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332180.

**How much does Old Bridge Wealth, Inc manage?**
Old Bridge Wealth, Inc reports $150,593,187 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have Old Bridge Wealth, Inc's assets and staff changed since 2024?**
In the Form ADV data for Old Bridge Wealth, Inc: Regulatory assets under management: $0 in the October 2024 data and $150,593,187 in the October 2026 data. Total employees: 4 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Old Bridge Wealth, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (197); high net worth individuals (83); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Old Bridge Wealth, Inc use?**
Old Bridge Wealth, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Old Bridge Wealth, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332180

**Does Old Bridge Wealth, Inc state an account minimum?**
Its Form ADV Part 2A brochure dated September 23, 2025 says: "There is no account minimum for any of OBWI’s services."

**What changed in Old Bridge Wealth, Inc's recent Form ADV filings?**
In the October 2026 filing data: Added an office in White Plains, NY. No longer lists an office in Greenwich, CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated September 23, 2025)

- Asset-based fee: 2% of assets a year

> Total Assets Under Management Annual Fees All Assets 2.00%

- Account minimum: None

> There is no account minimum for any of OBWI’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $150,593,187
- Discretionary: $150,593,187
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 197 | $34,453,721 |
| High net worth individuals | 83 | $62,827,840 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $7,256,704 |
| Charitable organizations | Fewer than 5 | $43,189,246 |
| Corporations or other businesses not listed above | 7 | $2,865,676 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- White Plains, NY

### Websites listed on Form ADV (Item 1.I)
- oldbridgewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 4 | July 5, 2024 |
| October 2025 | $38,710,000 | 4 | February 28, 2025 |
| October 2026 | $150,593,187 | 6 | September 28, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $150,593,187 in the October 2026 data.
Total employees: 4 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in White Plains, NY.
- No longer lists an office in Greenwich, CT.

### December 2025
- Regulatory assets under management went from $38,710,000 to $143,650,051 (+271%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Old Bridge Wealth, Inc (CRD 332180): Form ADV filing data as of October 2026.