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VESTBRIDGE ADVISORS, INC

EGG HARBOR TOWNSHIP, NJ · CRD 318978 · IAPD ↗ · vestbridge.com · 609-701-2900

$300.8MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — VESTBRIDGE ADVISORS, INC (EGG HARBOR TOWNSHIP, NJ) left the SEC roster (was $300.8M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
May 2024 — VESTBRIDGE ADVISORS, INC reported RAUM up 28% ($234.5M -> $300.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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