OLD BRIDGE WEALTH, INC
CRD #332180 SEC #801-130858 SYOSSET, NY (347) 723-8943
SEC Registered
Total AUM
$143.7M
Discretionary
$143.7M
Employees
5
Clients
--
Accounts
253
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $143.7M | $143.7M | $0 | 5 | 0 |
| Feb 2025 | $38.7M | $38.7M | $0 | 4 | 0 |
| Jan 2025 | $38.7M | $38.7M | $0 | 4 | 0 |
| Oct 2024 | $0 | $0 | $0 | 4 | 0 |
| Jul 2024 | $0 | $0 | $0 | 4 | 0 |
| Jul 2024 | $0 | $0 | $0 | 4 | 0 |
DateSep 2025
Total AUM$143.7M
Discretionary$143.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0