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NEWBRIDGE WEALTH MANAGEMENT

BRYN MAWR, PA · CRD 169239 · IAPD ↗ · newbridgewealth.com · 610-564-8042

$219.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
March 2026 — NEWBRIDGE WEALTH MANAGEMENT reported RAUM up 37% ($160.0M -> $219.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — NEWBRIDGE WEALTH MANAGEMENT notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
October 2024 — NEWBRIDGE WEALTH MANAGEMENT moved its main office from BERWYN, PA to BRYN MAWR, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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