Three Bridge Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Altos, CA. Its latest Form ADV filing, dated March 30, 2026, reports $1.0B in regulatory assets under management, 10 employees, and 605 accounts.
Assets Under Management
$1.0B
Employees
10
Offices
--
Total Clients
71
Primary office
LOS ALTOS, CA
240 THIRD STREET, SUITE 110, LOS ALTOS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.9% of total clients.
Top client categories% of clientsClients
1
HNWI
85.9%
61
2
Individuals
14.1%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 30, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts605
10Y AUM Change+$587M (+128.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee7:1
10Y Employee Change+5 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.