This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-09-2009
- Office Locations
- 1
Office Locations
About Three Bridge Wealth Advisors
Three Bridge Wealth Advisors is a Los Altos, CA RIA serving first-generation financially successful individuals and families with team-based fiduciary counsel. The firm designs and manages comprehensive wealth plans spanning portfolio construction, tax/estate and charitable planning, and business succession. Portfolios use ETFs and select alternative exposures (e.g., private equity/credit, real estate, venture capital), with custody including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC THOMAS THURBER
Chief Investment Officer, Managing Director, Managing Member
- CRD
- #2654696
- Ownership
- 50% but less than 75%
BRETT BARTON SHARKEY
Managing Member
- CRD
- #4646380
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,045,756,051 | $1,728,522 |
| Non-Discretionary | $0 | -- |
| Total | $1,045,756,051 | $1,728,522 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing