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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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