Newbridge Wealth Management

Newbridge Wealth Management (CRD# 169239) is a financial advisory firm headquartered in Berwyn, PA. They manage $132,000,000 in 477 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1000 Westlakes Drive, Suite 130, Berwyn, PA 19312
http://www.newbridgewealth.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $276,730
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, PA

Financial Advisors at Newbridge Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Vincent Barbera, financial advisor Berwyn PA
Vincent R. Barbera
CRD#: 4555357
1000 Westlakes Drive, Suite 130, Berwyn, PA 19312

Vincent Barbera (CRD# 4555357) is an Investment Advisor Representative working at Newbridge Wealth Management in Berwyn, PA and has over 21 years of experience in the finance industry.

2
R. Christopher Wiegand, financial advisor Berwyn PA
R. Christopher Wiegand
CRD#: 4677868
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312

R. Christopher Wiegand (CRD# 4677868) is an Investment Advisor Representative working at Newbridge Wealth Management in Berwyn, PA and has 1 year of experience in the finance industry.

3
Brian Boswell, financial advisor Malden MA
Brian M. Boswell
CRD#: 4410706
Malden, MA

Brian Boswell (CRD# 4410706) is an Investment Advisor Representative working at Newbridge Wealth Management in Malden, MA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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