NEWBRIDGE WEALTH MANAGEMENT, LLC
Legal name: NEWBRIDGE WEALTH MANAGEMENT
CRD #169239 SEC #801-123445 BRYN MAWR, PA 610-564-8042
SEC Registered
Total AUM
$160M
Discretionary
$150M
Employees
3
Clients
51
Accounts
620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $160M | $150M | $10M | 3 | 0 |
| Feb 2025 | $160M | $150M | $10M | 3 | 0 |
| Dec 2024 | $160M | $150M | $10M | 3 | 118 |
| Oct 2024 | $160M | $150M | $10M | 3 | 118 |
| Sep 2024 | $160M | $150M | $10M | 3 | 118 |
| Feb 2024 | $132M | $132M | $0 | 3 | 105 |
| Apr 2023 | $115M | $115M | $0 | 4 | 95 |
| Feb 2022 | $115.7M | $115.7M | $0 | 5 | 85 |
| Feb 2022 | $115.7M | $115.7M | $0 | 5 | 85 |
DateOct 2025
Total AUM$160M
Discretionary$150M
Non-Disc.$10M
Employees3
Clients0
DateFeb 2025
Total AUM$160M
Discretionary$150M
Non-Disc.$10M
Employees3
Clients0
DateDec 2024
Total AUM$160M
Discretionary$150M
Non-Disc.$10M
Employees3
Clients118
DateOct 2024
Total AUM$160M
Discretionary$150M
Non-Disc.$10M
Employees3
Clients118
DateSep 2024
Total AUM$160M
Discretionary$150M
Non-Disc.$10M
Employees3
Clients118
DateFeb 2024
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients105
DateApr 2023
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees4
Clients95
DateFeb 2022
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees5
Clients85
DateFeb 2022
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees5
Clients85