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Three Bridge Wealth Advisors
Filed as THREE BRIDGE WEALTH ADVISORS · Legal name Three Bridge Wealth Advisors, LLC
Three Bridge Wealth Advisors is an SEC-registered investment advisory firm in Los Altos, CA, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Three Bridge Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Three Bridge Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Three Bridge Wealth Advisors' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Three Bridge Wealth Advisors located?
Three Bridge Wealth Advisors' principal office is in Los Altos, CA, according to its Form ADV.
Is Three Bridge Wealth Advisors registered with the SEC or a state?
Three Bridge Wealth Advisors is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150460.
How much does Three Bridge Wealth Advisors manage?
Three Bridge Wealth Advisors reports $1,045,756,051 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).
How have Three Bridge Wealth Advisors' assets and staff changed since 2021?
In the Form ADV data for Three Bridge Wealth Advisors: Regulatory assets under management: $548,265,788 in the October 2021 data and $1,045,756,051 in the October 2026 data, up 91%. Total employees: 6 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Three Bridge Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (61); individuals (other than high net worth individuals) (10).
Which custodians does Three Bridge Wealth Advisors use?
Three Bridge Wealth Advisors' 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 Three Bridge Wealth Advisors report any disciplinary disclosures?
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150460
What changed in Three Bridge Wealth Advisors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $817,768,814 to $1,045,756,051 (+28%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
The maximum annual fee charged by Three Bridge Wealth Advisors will not exceed 1.00%.
Our firm’s fees are billed on a pro-rata annualized basis quarterly in arrears based upon the average daily balance of the assets in the previous quarter.
Minimum annual fee: $25,000
The brochure's wording
Our firm usually requires a minimum annual fee of $25,000 for all types of advisory relationships.
We can waive this minimum at our discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,045,756,051 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Three Bridge Wealth Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 10. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 114 Reports 4 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.C(1) Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,045,756,051 | 10 | March 30, 2026 |
| October 2025 | $817,768,814 | 9 | March 26, 2025 |
| October 2024 | $756,423,205 | 9 | August 2, 2024 |
| October 2023 | $813,803,539 | 8 | March 29, 2023 |
| October 2022 | $778,299,245 | 8 | September 16, 2022 |
| October 2021 | $548,265,788 | 6 | March 31, 2021 |
Regulatory assets under management: $548,265,788 in the October 2021 data and $1,045,756,051 in the October 2026 data, up 91%.
Total employees: 6 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $817,768,814 to $1,045,756,051 (+28%).
- January 2026
- No longer registered or notice-filed in FL, HI, NJ, NV, NY, OK, OR, WA.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Three Bridge Wealth Advisors (CRD 150460): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/three-bridge-wealth-advisors-los-altos-ca-150460