RIA Intelligence

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)

NameTypeTitle / StatusOwnershipControl
Banfield, Cynthia, AnnICHIEF COMPLIANCE OFFICERNA Control
Powell, Janice, MarieICHIEF COMPLIANCE OFFICERNA
Powell, Janice, MarieICHIEF COMPLIANCE OFFICERNA
Powell, Janice, MarieICHIEF COMPLIANCE OFFICERNA
TAVARES, MARGUERITE, AMARALICHIEF COMPLIANCE OFFICERNA
TAVARES, MARGUERITE, AMARALICHIEF COMPLIANCE OFFICERNA
TAVARES, MARGUERITE, AMARALICHIEF COMPLIANCE OFFICERNA
TAVARES, MARGUERITE, AMARALICHIEF COMPLIANCE OFFICERNA
TAVARES, MARGUERITE, AMARALICHIEF COMPLIANCE OFFICERNA
TAVARES, MARGUERITE, AMARALICHIEF COMPLIANCE OFFICERNA
TAVARES, MARGUERITE, AMARALICHIEF COMPLIANCE OFFICERNA
TAVARES, MARGUERITE, AMARALICHIEF COMPLIANCE OFFICERNA
TAVARES, MARGUERITE, AMARALICHIEF COMPLIANCE OFFICERNA
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBERC Control
MOLFINO, FREDERICK, JOHNIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
THURBER, ERIC, THOMASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERC Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF OPERATING OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
SHARKEY, BRETT, BARTONIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB 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 STREET
SUITE 110
LOS ALTOS, CA 94022
United States
Phone: 650-433-3500