Three Bridge Wealth Advisors, LLC (Portola Valley)

Name: Three Bridge Wealth Advisors, LLC
Address: 3270 Alpine Road, Portola Valley, CA, 94028
Telephone: 650-433-3500

Three Bridge Wealth Advisors, LLC is a large advisory firm based in Portola Valley. It manages $445.23 million of regulatory assets for 747 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

Three Bridge Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Three Bridge Wealth Advisors: assets under management

The assets under management (AUM) of Three Bridge Wealth Advisors, LLC is $445.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 218% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $445.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $596.02 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 43% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 42% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Three Bridge Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Three Bridge Wealth Advisors serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Three Bridge Wealth Advisors is high net worth individuals with 86 clients and $431.23 million of assets under management. Among the 7 most similar advisory firms, Three Bridge Wealth Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $445.23 million for 119 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Three Bridge Wealth Advisors doesn't advise any private funds.

Careers at Three Bridge Wealth Advisors, LLC

The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Eric Thomas Thurber has served as the Chief Investment Officer since 1 Aug 2009. Brett Barton Sharkey joined the executive team most recently as the Managing Member/Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Michael Brown	Manager/member/chief compliance officer	1 Jun 2009	Other	5525861
Llc Interim Holdings	Managing member	1 Jun 2009	75% - 100%	45-0592675
Brett Barton Sharkey	Managing member/chief operating officer	1 Aug 2009	Other	4646380
Frederick John Molfino	Managing member/chief compliance officer	1 Aug 2009	25% - 50%	2280316
Eric Thomas Thurber	Managing member/chief investment officer	1 Aug 2009	25% - 50%	2654696

Based in Portola Valley

The principal office where Three Bridge Wealth Advisors, LLC performs its advisory services is located at 3270 Alpine Road, Portola Valley, CA 94028, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-433-3500 or by fax 650-433-3501. The normal business hours are 6:30 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at threebridgewa.com.