SYOSSET, NYCRD 332180Latest ADV September 23, 2025
Old Bridge Wealth, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Syosset, NY. Its latest Form ADV filing, dated September 23, 2025, reports $144M in regulatory assets under management, 5 employees, 1 office, and 253 accounts.
Assets Under Management
$144M
Employees
5
Offices
1 office
Total Clients
253
Primary office
SYOSSET, NY
333 JACKSON AVENUE, SUITE #5, SYOSSET, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.4% of total clients.
Top client categories% of clientsClients
1
Individuals
68.4%
173
2
HNWI
26.1%
66
3
Pension Plans
2.8%
7
4
Corporations
2.8%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$144Mas of September 23, 2025
Discretionary100.0%
$144M
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$144M
Total Accounts253
10Y AUM Change+$144M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee51:1
10Y Employee Change+1 (+25.0%)
* 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.