{
  "crd_number": 150460,
  "slug": "three-bridge-wealth-advisors-los-altos-ca-150460",
  "primary_business_name": "THREE BRIDGE WEALTH ADVISORS",
  "legal_name": "THREE BRIDGE WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Los Altos",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-07-09",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1045756051.0,
  "raum_discretionary": 1045756051.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 10,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6244486.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 1039511565.0,
      "count": 61
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "CA",
    "CO",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/three-bridge-wealth-advisors-llc?viewAsMember=true",
    "https://threebridgewa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150460",
  "disclosure_items": [
    {
      "item": "11.C(1)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.C(2)",
      "question": "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?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "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?"
    }
  ],
  "city_as_filed": "LOS ALTOS",
  "url": "https://advisorcensus.com/firm/three-bridge-wealth-advisors-los-altos-ca-150460",
  "display_name": "Three Bridge Wealth Advisors",
  "summary": "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.",
  "citation": "AdvisorCensus. Three Bridge Wealth Advisors (CRD 150460): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Three Bridge Wealth Advisors compensated?",
      "a": "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)."
    },
    {
      "q": "What does Three Bridge Wealth Advisors' brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Three Bridge Wealth Advisors located?",
      "a": "Three Bridge Wealth Advisors' principal office is in Los Altos, CA, according to its Form ADV."
    },
    {
      "q": "Is Three Bridge Wealth Advisors registered with the SEC or a state?",
      "a": "Three Bridge Wealth Advisors is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150460."
    },
    {
      "q": "How much does Three Bridge Wealth Advisors manage?",
      "a": "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)."
    },
    {
      "q": "How have Three Bridge Wealth Advisors' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Three Bridge Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (61); individuals (other than high net worth individuals) (10)."
    },
    {
      "q": "Which custodians does Three Bridge Wealth Advisors use?",
      "a": "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."
    },
    {
      "q": "Does Three Bridge Wealth Advisors report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Three Bridge Wealth Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $817,768,814 to $1,045,756,051 (+28%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 548265788.0,
      "total_employees": 6,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 778299245.0,
      "total_employees": 8,
      "filing_date": "2022-09-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 813803539.0,
      "total_employees": 8,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 756423205.0,
      "total_employees": 9,
      "filing_date": "2024-08-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 817768814.0,
      "total_employees": 9,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1045756051.0,
      "total_employees": 10,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $817,768,814 to $1,045,756,051 (+28%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in FL, HI, NJ, NV, NY, OK, OR, WA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$25,000",
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $25,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/three-bridge-wealth-advisors-los-altos-ca-150460.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 6244486.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 1039511565.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150460",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}