{"url":"https://nivawealth.com/firms/old-bridge-wealth-332180","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332180","regulatoryAum":150593187,"crd":"332180","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4630706","suffix":null,"lastName":"MONGIELLO","firstName":"MICHAEL","middleName":"HENRY"},{"crd":"7949165","suffix":null,"lastName":"NARDIS","firstName":"JASON","middleName":"FRANK"},{"crd":"5836820","suffix":null,"lastName":"TREGLIA","firstName":"GIOVANNI","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-02-28","regulatoryAum":38710000,"clients":134,"employees":4,"offices":2},{"filedOn":"2025-09-23","regulatoryAum":143650051,"clients":253,"employees":5,"offices":2},{"filedOn":"2026-09-28","regulatoryAum":150593187,"clients":296,"employees":6,"offices":2}],"secFileNumber":"801-130858","legalName":"Old Bridge Wealth, Inc","displayName":"Old Bridge Wealth","slug":"old-bridge-wealth-332180","website":"https://oldbridgewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/332180/227bb8003e136d76-r1.webp","tone":"dark","width":371,"height":200,"sourceUrl":"https://www.oldbridgewealth.com","sourceLabel":"OLD Bridge Wealth, INC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New York corporation","fiscalYearEnd":"June","headquarters":{"street":"333 Jackson Avenue, Suite #5","city":"Syosset","state":"NY","stateName":"New York","country":"United States","postalCode":"11791"},"tradeNames":[],"registration":{"secApproved":"6 August 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":347434.14642857143,"staff":{"employees":6,"advisory":3,"brokerDealerReps":1,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":150593187,"discretionary":150593187,"discretionaryAccounts":296,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":197,"regulatoryAum":34453721},{"label":"High-net-worth individuals","clients":83,"regulatoryAum":62827840},{"label":"Pension and profit-sharing plans","clients":9,"regulatoryAum":7256704},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":43189246},{"label":"Corporations and other businesses","clients":7,"regulatoryAum":2865676}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059238","versionId":1059238,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-09-28","documentName":"FORM ADV PART 2A-  OLD BRIDGE WEALTH, INC","fee_rate_low":2,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:48:12.161896+00:00","documents":[{"name":"FORM ADV PART 2A-  OLD BRIDGE WEALTH, INC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059238","versionId":1059238,"submittedOn":"2026-09-28"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":150593187}],"custodyNote":"Old Bridge Wealth does not have custody of client assets.","leadership":[{"name":"Giovanni Treglia","title":"Managing Partner and President","crd":"5836820"},{"name":"Elan Parra","title":"Chief Compliance Officer","crd":"8143740"},{"name":"Jason Nardis","title":"Managing Partner, VP","crd":"7949165"}],"ownership":[{"label":"Giovanni Treglia","detail":"Managing partner and president in the 50% to 75% ownership band and a control person, since July 2017."},{"label":"Jason Nardis","detail":"Managing partner, vp in the 50% to 75% ownership band and a control person, since July 2017."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"New York","offices":2,"addresses":[{"street":"333 Jackson Avenue, Suite #5","city":"Syosset","headquarters":true},{"street":"4 W. Red Oak LN, 3rd FL","city":"White Plains"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"347-723-8943","stateRegisteredReps":3,"otherAdviserReps":1,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":85},{"label":"U.S. government/agency bonds","percent":6},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"28 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332180/PDF/332180.pdf","brochureDate":"28 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059238","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Old Bridge Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Old Bridge Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Old Bridge Wealth charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Old Bridge Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Old Bridge Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Old Bridge Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Old Bridge Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Old Bridge Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Old Bridge Wealth registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Old Bridge Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}