# Newbridge Wealth Management

Newbridge Wealth Management is a Bank / Wealth / Trust based in Bryn Mawr, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bryn Mawr, United States
- **Region:** North America
- **Address:** Bryn Mawr, PA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** www.newbridgewealth.com
- **LinkedIn:** https://www.linkedin.com/company/4984795

## Regulatory record

- **CRD number:** 169239
- **SEC file number:** 801-123445
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169239

## About

Founded in 2014, Newbridge Wealth Management is a fee-only financial planning and investment advisory firm headquartered in Bryn Mawr, Pennsylvania. The firm works with a national client base that includes executives, young professionals, retirees, small business owners, and women navigating life transitions. It explicitly operates on a fiduciary standard, eschewing commissions and third-party revenue in favor of transparent, client-paid fees. The firm's strategy rests on a process-driven approach to personal finance that integrates investment management with retirement planning, tax strategy, and estate administration. Newbridge uses a balance-sheet-first methodology, focusing on cash flow and net worth before addressing specific securities or products. Client assets are held with an unnamed third-party custodian, which produces independent statements and limits Newbridge's authority to data access and reporting — a structural separation of custody from advice. The firm describes its client engagement style as resembling a multi-generational family office. Details on total assets under advisement or firm headcount are not publicly disclosed. The firm markets its independence from any single brokerage platform and its combination of experienced and younger advisors. Its service scope extends from early saving strategies to retirement income and estate settlement, covering the full arc of personal finance. The firm has no disclosed adjacent vehicles such as philanthropic foundations or club memberships. Newbridge's structural distinction is its pure fee-only, fiduciary model coupled with third-party custody. Unlike advisors who embed compensation in product commissions or operate proprietary investment platforms, Newbridge's revenue comes exclusively from client agreements, and all account administration is segregated at an external custodian — aligning the firm's incentives directly with client outcomes without custody conflicts.

## Questions

### How does Newbridge charge for its services?

Newbridge is a fee-only firm — clients pay a disclosed fee written into their client agreement. The firm receives no commissions, no third-party revenue, and no compensation from product providers. Fees are not embedded in any investment or insurance products.

### Who is the custodian for Newbridge client accounts?

Newbridge uses an unnamed third-party custodian to hold all client assets. The custodian sends monthly and quarterly statements directly to clients, and Newbridge is authorized only for limited functions such as receiving transaction data to calculate investment returns.

### What types of clients does Newbridge Wealth Management serve?

The firm works with professionals, executives, young couples, retirees, small business owners, and women in transition. Its services span the full personal finance lifecycle — from early saving and cash-flow planning through retirement income and estate administration.

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Last updated: 2026-06-03T20:00:00.000Z

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