Fee-only adviser · Bryn Mawr, PA
Newbridge Wealth Management
Newbridge Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bryn Mawr, Pennsylvania. On its latest Form ADV, filed February 4, 2026, it reports $220M in regulatory assets under management, 150 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 169239 · SEC file 801-123445 |
| Office | 859 W. Lancaster Avenue Bryn Mawr, PA 19010 |
| Phone | (610) 564-8042 |
| Website | www.newbridgewealth.com |
| Regulatory assets under management | $220M ($210M discretionary) |
| Individual clients | 15 non-high-net-worth, 135 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bryn Mawr
- Renaissance Advisory Group $70M
- Green Drake Advisors LLC $8.4M
- McGowan & Co LLP $656M
- Oar Financial $115M
See all 5 fee-only advisers in Bryn Mawr →
Nearby
- Villanova 1 firm
- Ardmore 1 firm
- Wynnewood 3 firms
- Narberth 2 firms
- Conshohocken 12 firms
- West Conshohocken 6 firms
- Chesterbrook 2 firms
- Radnor 12 firms
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