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OLD BRIDGE WEALTH, INC

SYOSSET, NY · CRD 332180 · IAPD ↗ · oldbridgewealth.com · (347) 723-8943

$150.6MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
December 2025 — OLD BRIDGE WEALTH, INC reported RAUM up 271% ($38.7M -> $143.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
March 2025 — OLD BRIDGE WEALTH, INC notice-filed in CT, FL, NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — OLD BRIDGE WEALTH, INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
September 2024 — OLD BRIDGE WEALTH, INC (SYOSSET, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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