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- Custodian
- Altruist · BNY Mellon
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-30-2013
- Office Locations
- 2
Office Locations
About Newbridge Wealth Management
Newbridge Wealth Management is a private financial counseling firm serving clients nationwide, providing process-driven financial planning (cash flow, retirement, estate, education, insurance) alongside patient, disciplined investment management. The practice focuses on portfolio construction and asset allocation/risk management, commonly using ETFs, mutual funds and fixed income. A differentiator for distribution teams: a formal “financial blueprint” process with implementation support (account transfers/portfolio restructuring) and scheduled ongoing reviews, supported by eMoney.
Reported data analysis
What the numbers show
Between October 22, 2025 and February 4, 2026, reported AUM increased 37.2%, from $160.0M to $219.5M.
Across 5 reported observations, AUM increased 89.6% between February 14, 2022 and February 4, 2026, from $115.7M to $219.5M.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 3 advisory representatives and 154 clients, or 51.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Newbridge Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
VINCENT ROY BARBERA
Managing Partner
- CRD
- #4555357
- Ownership
- 25% but less than 50%
R. CHRISTOPHER WIEGAND
Chief Compliance Officer, Managing Partner
- CRD
- #4677868
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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BRIAN MERRITT BOSWELL
Financial Planner
- CRD
- #4410706
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,000,000 | $269,231 |
| Non-Discretionary | $9,500,000 | $475,000 |
| Total | $219,500,000 | $274,375 |
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Separately Managed Accounts
SMA allocation detail is available
Newbridge Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.