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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Banfield, Cynthia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Powell, Janice, Marie | I | CHIEF COMPLIANCE OFFICER | NA | |
| Powell, Janice, Marie | I | CHIEF COMPLIANCE OFFICER | NA | |
| Powell, Janice, Marie | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAVARES, MARGUERITE, AMARAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAVARES, MARGUERITE, AMARAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAVARES, MARGUERITE, AMARAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAVARES, MARGUERITE, AMARAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAVARES, MARGUERITE, AMARAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAVARES, MARGUERITE, AMARAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAVARES, MARGUERITE, AMARAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAVARES, MARGUERITE, AMARAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAVARES, MARGUERITE, AMARAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER | C | Control |
| MOLFINO, FREDERICK, JOHN | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| THURBER, ERIC, THOMAS | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| SHARKEY, BRETT, BARTON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (13)
CA CO FL HI LA NE NJ NV NY OK OR TX WA
Address
240 THIRD STREETSUITE 110
LOS ALTOS, CA 94022
United States
Phone: 650-433-3500