Old Bridge Wealth provides portfolio management for individuals and small businesses and selecting other managers.
Old Bridge Wealth reports 296 clients. They include 197 individual clients, 83 high-net-worth individuals, and 9 pension and profit-sharing plans. Of its assets, 100.0% ($151M across 296 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 23% |
| High-net-worth individuals | 28% | 42% |
| Pension and profit-sharing plans | 3% | 5% |
| Charitable organizations | Fewer than 5 | 29% |
| Corporations and other businesses | 2% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 197 | $34.5M | 22.9% | $175K |
| High-net-worth individuals | 83 | $62.8M | 41.7% | $757K |
| Pension and profit-sharing plans | 9 | $7.26M | 4.8% | $806K |
| Charitable organizations | Fewer than 5 | $43.2M | 28.7% | — |
| Corporations and other businesses | 7 | $2.87M | 1.9% | $409K |
| Total | 296 | $151M | 100% | — |
- Clients
- 197
- Regulatory AUM
- $34.5M
- AUM share
- 22.9%
- Avg. per client
- $175K
- Clients
- 83
- Regulatory AUM
- $62.8M
- AUM share
- 41.7%
- Avg. per client
- $757K
- Clients
- 9
- Regulatory AUM
- $7.26M
- AUM share
- 4.8%
- Avg. per client
- $806K
- Clients
- Fewer than 5
- Regulatory AUM
- $43.2M
- AUM share
- 28.7%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $2.87M
- AUM share
- 1.9%
- Avg. per client
- $409K
Total
- Clients
- 296
- Regulatory AUM
- $151M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Old Bridge Wealth charges 2.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Fee details and sources
Giovanni Treglia owns 50% to 75% of Old Bridge Wealth. The leadership team of Old Bridge Wealth includes President Giovanni Treglia and Chief Compliance Officer Elan Parra. It has 6 employees, 3 of them in advisory roles.
Leadership
- Giovanni TregliaManaging Partner and President
- Elan ParraChief Compliance Officer
- Jason NardisManaging Partner, VP
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 50% to 75% of Old Bridge Wealth, Inc
Giovanni Treglia
Control person · since July 2017
- Owns 50% to 75% of Old Bridge Wealth, Inc
Jason Nardis
Control person · since July 2017
Old Bridge Wealth’s regulatory assets grew 3.9× from $38.7M (February 2025) to $151M (September 2026); clients rose from 134 to 296 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $151M | 296 | 6 | 2 |
| September 2025 | $144M | 253 | 5 | 2 |
| February 2025 | $38.7M | 134 | 4 | 2 |
Besides its headquarters, Old Bridge Wealth has 1 office, with 2 listed addresses in New York.
New York · 2 listed addresses
- 333 Jackson Avenue, Suite #5, SyossetHQ
- 4 W. Red Oak LN, 3rd FL, White Plains
Contact and registration details
- Legal name
- Old Bridge Wealth, Inc
- Headquarters
- 333 Jackson Avenue, Suite #5, Syosset, NY 11791
- Website
- oldbridgewealth.com
- Phone
- 347-723-8943
- SEC file
- 801-130858
- Structure
- New York corporation
- Fiscal year end
- June
Old Bridge Wealth uses Charles Schwab ($151M) as custodian for its separately managed accounts. Old Bridge Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $151M100%
At year end, Old Bridge Wealth’s separately managed accounts were mostly in stocks (85%).
What the accounts hold
- Stocks85%
- Funds2%
- Bonds8%
- U.S. government and agency bonds6%
- Investment grade corporate bonds2%
- Cash6%
How many clients does Old Bridge Wealth have?
Old Bridge Wealth has 296 clients and manages $151 million for them, as of September 2026. They include 197 individual clients, 83 high-net-worth individuals, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Old Bridge Wealth offer?
Old Bridge Wealth provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Old Bridge Wealth charge?
Old Bridge Wealth charges 2.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A- OLD BRIDGE WEALTH, INC, filed 28 September 2026
Which custodians does Old Bridge Wealth use?
Old Bridge Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $151M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Old Bridge Wealth have?
Old Bridge Wealth has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Old Bridge Wealth invest in?
At the end of its last fiscal year, Old Bridge Wealth’s separately managed accounts held 85% exchange-traded equities, 6% U.S. government and agency bonds, 6% cash and equivalents, 2% investment grade corporate bonds and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Old Bridge Wealth?
Old Bridge Wealth’s direct owners are Giovanni Treglia (50% to 75%) and Jason Nardis (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Old Bridge Wealth get paid?
Old Bridge Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Old Bridge Wealth registered with the SEC?
Yes, Old Bridge Wealth has been registered with the SEC as an investment adviser since 6 August 2024. Its CRD number is 332180 and its SEC file number is 801-130858.
Source: Form ADV Part 1A, Item 1, filed 28 September 2026; IAPD firm record
How do I contact Old Bridge Wealth?
Old Bridge Wealth’s main office is at 333 Jackson Avenue, Suite #5, Syosset, NY 11791. Its phone number is 347-723-8943. Its website is oldbridgewealth.com.