← Tributary

THREE BRIDGE WEALTH ADVISORS

LOS ALTOS, CA · CRD 150460 · IAPD ↗ · threebridgewa.com · 650-433-3500

$1.05BRegulatory AUM
3Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
3States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — THREE BRIDGE WEALTH ADVISORS crossed $1B in regulatory AUM ($817.8M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
September 2024 — THREE BRIDGE WEALTH ADVISORS moved its main office from PORTOLA VALLEY, CA to LOS ALTOS, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — THREE BRIDGE WEALTH ADVISORS notice-filed in CO, FL, HI, NJ, NV, OK, OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.