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OLD Bridge Wealth, INC

OLD Bridge Wealth, INC. CRD 332180

O

CRD: 332180

OLD Bridge Wealth, INC

Syosset, NY, 11791
(347) 723-8943
$143.7M Total AUM
$143.7M Disc. AUM
-- 3Y CAGR
5 Employees
253 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Jackson National Life
Clients
Retail and Institutional
Platforms
--
Established Date
08-06-2024
Office Locations
1

Office Locations

333 Jackson AVE Syosset NY

About OLD Bridge Wealth, INC

OLD Bridge Wealth, INC is a Syosset-based RIA. The firm has been operating for 1 years. Managing $143.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.

Team overview

37 AVG AGE
$47.9M AVG AUM / ADVISOR
$567.8K AVG AUM / CLIENT
1.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age

Insights

Available
Available
Available
Available
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Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Owner & Executives

J

JASON FRANK NARDIS

Managing Partner, Vice President

CRD
#7949165
Ownership
50% but less than 75%
Available
Available
Available
GIOVANNI TREGLIA

GIOVANNI TREGLIA

Managing Partner, President

CRD
#5836820
Ownership
50% but less than 75%
Available
Available
Available

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Contacts

M

MICHAEL HENRY MONGIELLO

--

CRD
#4630706
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-23-2025
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

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
U.S. Government/Agency:
Available
Corporate - Investment Grade:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
U.S. Government/Agency Available Available
Corporate - Investment Grade Available Available
Municipal Bonds Available Available
Total Available Available

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