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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-06-2024
- Office Locations
- 1
Office Locations
About OLD Bridge Wealth, INC
OLD Bridge Wealth, INC is a Syosset-based RIA. The firm has been operating for 2 years. Managing $143.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 253 clients, or 84.3 clients per representative. That equates to $567.8K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on September 23, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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The full OLD Bridge Wealth, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON FRANK NARDIS
Managing Partner, Vice President
- CRD
- #7949165
- Ownership
- 50% but less than 75%
GIOVANNI TREGLIA
Managing Partner, President
- CRD
- #5836820
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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MICHAEL HENRY MONGIELLO
Investment Advisor Representative
- CRD
- #4630706
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,650,051 | $567,787 |
| Non-Discretionary | $0 | -- |
| Total | $143,650,051 | $567,787 |
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Separately Managed Accounts
SMA allocation detail is available
OLD Bridge Wealth, INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.