THREE BRIDGE WEALTH ADVISORS, LLC
Legal name: THREE BRIDGE WEALTH ADVISORS
CRD #150460 SEC #801-70332 LOS ALTOS, CA 650-433-3500
SEC Registered Disclosures
Total AUM
$817.8M
Discretionary
$817.8M
Employees
9
Clients
0
Accounts
561
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $817.8M | $817.8M | $0 | 9 | 0 |
| Mar 2025 | $817.8M | $817.8M | $0 | 9 | 0 |
| Oct 2024 | $756.4M | $756.4M | $0 | 9 | 0 |
| Aug 2024 | $756.4M | $756.4M | $0 | 9 | 0 |
| Mar 2024 | $756.4M | $756.4M | $0 | 9 | 0 |
| Feb 2024 | $813.8M | $813.8M | $0 | 8 | 0 |
| Jan 2024 | $813.8M | $813.8M | $0 | 8 | 0 |
| Dec 2023 | $813.8M | $813.8M | $0 | 8 | 0 |
| Mar 2023 | $813.8M | $813.8M | $0 | 8 | 0 |
| Feb 2023 | $778.3M | $778.3M | $0 | 8 | 0 |
| Sep 2022 | $778.3M | $778.3M | $0 | 8 | 0 |
| Apr 2022 | $778.3M | $778.3M | $0 | 8 | 0 |
| Apr 2022 | $778.3M | $778.3M | $0 | 8 | 0 |
| Mar 2021 | $548.3M | $548.3M | $0 | 6 | 0 |
| Oct 2020 | $467.4M | $467.4M | $0 | 7 | 0 |
| Oct 2020 | $467.4M | $467.4M | $0 | 7 | 0 |
| Jun 2020 | $467.4M | $467.4M | $0 | 7 | 0 |
| Apr 2020 | $467.4M | $467.4M | $0 | 7 | 0 |
| Oct 2019 | $445.2M | $445.2M | $0 | 7 | 0 |
| Apr 2019 | $445.2M | $445.2M | $0 | 7 | 0 |
| Mar 2019 | $445.2M | $445.2M | $0 | 7 | 0 |
| Apr 2018 | $458M | $458M | $0 | 5 | 0 |
| Mar 2018 | $458M | $458M | $0 | 5 | 0 |
| Mar 2018 | $458M | $458M | $0 | 5 | 0 |
| Sep 2017 | $458.6M | $458.6M | $0 | 5 | 100 |
| Jan 2017 | $458.6M | $458.6M | $0 | 5 | 100 |
| Apr 2016 | $410M | $410M | $0 | 6 | 200 |
| Jan 2016 | $410M | $410M | $0 | 6 | 200 |
| Feb 2015 | $406M | $406M | $0 | 6 | 100 |
| Jul 2014 | $376M | $356.6M | $19.4M | 5 | 100 |
| Feb 2014 | $376M | $356.6M | $19.4M | 5 | 100 |
| Jan 2013 | $313.6M | $290.9M | $22.7M | 5 | 100 |
| Jul 2012 | $280.4M | $278.9M | $1.5M | 6 | 120 |
| Feb 2012 | $280.4M | $278.9M | $1.5M | 6 | 120 |
| Jan 2012 | $280.4M | $278.9M | $1.5M | 6 | 120 |
| Feb 2011 | $272M | $204.9M | $67.1M | 10 | -- |
| Jan 2010 | $176.6M | $144.2M | $32.3M | 10 | -- |
DateOct 2025
Total AUM$817.8M
Discretionary$817.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$817.8M
Discretionary$817.8M
Non-Disc.$0
Employees9
Clients0
DateOct 2024
Total AUM$756.4M
Discretionary$756.4M
Non-Disc.$0
Employees9
Clients0
DateAug 2024
Total AUM$756.4M
Discretionary$756.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$756.4M
Discretionary$756.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$813.8M
Discretionary$813.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$813.8M
Discretionary$813.8M
Non-Disc.$0
Employees8
Clients0
DateDec 2023
Total AUM$813.8M
Discretionary$813.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$813.8M
Discretionary$813.8M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$778.3M
Discretionary$778.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$778.3M
Discretionary$778.3M
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$778.3M
Discretionary$778.3M
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$778.3M
Discretionary$778.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$548.3M
Discretionary$548.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$467.4M
Discretionary$467.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$467.4M
Discretionary$467.4M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$467.4M
Discretionary$467.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$467.4M
Discretionary$467.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$445.2M
Discretionary$445.2M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$445.2M
Discretionary$445.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$445.2M
Discretionary$445.2M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$458M
Discretionary$458M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$458M
Discretionary$458M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$458M
Discretionary$458M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$458.6M
Discretionary$458.6M
Non-Disc.$0
Employees5
Clients100
DateJan 2017
Total AUM$458.6M
Discretionary$458.6M
Non-Disc.$0
Employees5
Clients100
DateApr 2016
Total AUM$410M
Discretionary$410M
Non-Disc.$0
Employees6
Clients200
DateJan 2016
Total AUM$410M
Discretionary$410M
Non-Disc.$0
Employees6
Clients200
DateFeb 2015
Total AUM$406M
Discretionary$406M
Non-Disc.$0
Employees6
Clients100
DateJul 2014
Total AUM$376M
Discretionary$356.6M
Non-Disc.$19.4M
Employees5
Clients100
DateFeb 2014
Total AUM$376M
Discretionary$356.6M
Non-Disc.$19.4M
Employees5
Clients100
DateJan 2013
Total AUM$313.6M
Discretionary$290.9M
Non-Disc.$22.7M
Employees5
Clients100
DateJul 2012
Total AUM$280.4M
Discretionary$278.9M
Non-Disc.$1.5M
Employees6
Clients120
DateFeb 2012
Total AUM$280.4M
Discretionary$278.9M
Non-Disc.$1.5M
Employees6
Clients120
DateJan 2012
Total AUM$280.4M
Discretionary$278.9M
Non-Disc.$1.5M
Employees6
Clients120
DateFeb 2011
Total AUM$272M
Discretionary$204.9M
Non-Disc.$67.1M
Employees10
Clients--
DateJan 2010
Total AUM$176.6M
Discretionary$144.2M
Non-Disc.$32.3M
Employees10
Clients--