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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PARRA, ELAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NARDIS, JASON, FRANK | I | MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | D | Control |
| NARDIS, JASON, FRANK | I | MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | D | Control |
| NARDIS, JASON, FRANK | I | MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | D | Control |
| NARDIS, JASON, FRANK | I | MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | D | Control |
| NARDIS, JASON, FRANK | I | MANAGING PARTNER, VP | D | Control |
| Nardis, Jason | I | MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | D | Control |
| Nardis, Jason | I | MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | D | Control |
| TREGLIA, GIOVANNI | I | MANAGING PARTNER AND PRESIDENT | D | Control |
| TREGLIA, GIOVANNI | I | MANAGING PARTNER AND PRESIDENT | D | Control |
| TREGLIA, GIOVANNI | I | MANAGING PARTNER AND PRESIDENT | D | Control |
| TREGLIA, GIOVANNI, NMN | I | MANAGING PARTNER AND PRESIDENT | D | Control |
| TREGLIA, GIOVANNI, NMN | I | MANAGING PARTNER AND PRESIDENT | D | Control |
| TREGLIA, GIOVANNI, NMN | I | MANAGING PARTNER AND PRESIDENT | D | Control |
| TREGLIA, GIOVANNI, NMN | I | MANAGING PARTNER AND PRESIDENT | D | Control |
Registrations
Federal
IA
Sep 23, 2025 REGISTERED
Notice Filings (5)
CT FL NJ NY TX
Address
333 JACKSON AVENUESUITE #5
SYOSSET, NY 11791
United States
Phone: (347) 723-8943