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THREE BRIDGE WEALTH ADVISORS, LLC
THREE BRIDGE WEALTH ADVISORS, LLC
THREE BRIDGE WEALTH ADVISORS
LOS ALTOS, California
·
3 registered advisors
·
CRD# 150460
SEC# 801-70332
0
650-433-3500
01
Firm Overview
AUM
$756M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THREE BRIDGE WEALTH ADVISORS, LLC
3 registered advisors
Brett Barton Sharkey
LOS ALTOS, California
CRD# 4646380
Eric Thomas Thurber
LOS ALTOS, California
CRD# 2654696
Marguerite Amaral Tavares
LOS ALTOS, California
CRD# 5096065
05
Office Locations
LOS ALTOS, California
3 advisors
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Data sourced from SEC Form ADV filings. THREE BRIDGE WEALTH ADVISORS, LLC (CRD# 150460) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.