# Old Bridge Wealth

Old Bridge Wealth is a Bank / Wealth / Trust based in Syosset, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Syosset, United States
- **Region:** North America
- **Address:** Syosset, NY, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** oldbridgewealth.com
- **LinkedIn:** https://www.linkedin.com/company/old-bridge-wealth

## Regulatory record

- **CRD number:** 332180
- **SEC file number:** 801-130858
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332180

## About

Old Bridge Wealth was established in 2017 and is headquartered in Syosset, New York. The firm registered with the SEC as a regulated investment advisor, a structure that imposes a fiduciary obligation to act in its clients' best interest. The founding team built the practice to serve individuals, high-net-worth families, corporations, and business entities across the tri-state area. The firm's investment approach revolves around customized portfolio construction rather than proprietary fund vehicles. Service lines span three core pillars: discretionary portfolio management, where the firm allocates client capital across public-market securities; retirement planning, including IRA and 401(k) rollover strategies; and estate planning coordination, working alongside external tax and legal counsel. While the firm does not publicly disclose specific underlying positions, its advisory filings indicate access to equities, fixed income, mutual funds, and exchange-traded funds. Client assets are custodied at third-party institutions, a standard separation-of-duties structure among advisory practices. Old Bridge Wealth maintains a single office in Syosset. The firm has not publicly disclosed total assets under management or detailed team headcount. In its SEC Form ADV filings, the firm describes its compensation model as asset-based fees — a percentage of the portfolio value it oversees — alongside fixed fees for certain planning services and hourly consultation charges. This removes the incentive-tension present in commission-based brokerage models. No philanthropic vehicles or adjacent operating businesses appear in the public record as of mid-2026. Structurally, Old Bridge Wealth exists at the opposite end of the advisory spectrum from the multi-family offices and institutional allocators that dominate Altss coverage. It is a local, generalist RIA built for steady private-client service rather than proprietary deal origination. The firm's durability depends on relationship continuity and referrals within the Long Island professional community — a model that does not seek brand ubiquity but earns trust through proximity and longevity.

## Questions

### How does Old Bridge Wealth charge for its services?

The firm primarily charges asset-based fees, calculated as a percentage of the assets it manages on a client's behalf. It also offers fixed-fee arrangements for specific planning engagements and hourly billing for stand-alone consultations. This multi-model approach allows clients to select the compensation structure that best fits their engagement depth.

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

Canonical page: https://altss.com/profile/old-bridge-wealth

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