Fee-only adviser · Syosset, NY
Old Bridge Wealth, Inc
Old Bridge Wealth, Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Syosset, New York. On its latest Form ADV, filed September 28, 2026, it reports $151M in regulatory assets under management, 280 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 | 332180 · SEC file 801-130858 |
| Office | 333 Jackson Avenue Suite #5 Syosset, NY 11791 |
| Phone | (347) 723-8943 |
| Website | www.oldbridgewealth.com |
| Regulatory assets under management | $151M |
| Individual clients | 197 non-high-net-worth, 83 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 28, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Syosset
See all 3 fee-only advisers in Syosset →
Nearby
- Woodbury 2 firms
- Jericho 3 firms
- Oyster Bay 2 firms
- Plainview 1 firm
- Hicksville 1 firm
- Huntington 3 firms
- Locust Valley 1 firm
- Melville 12 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Old Bridge Wealth, Inc? Update this listing.