Data / Investment advisers / California / Three Bridge Wealth Advisors
Three Bridge Wealth Advisors, Los Altos, CA: $1 billion AUM, SEC registered investment adviser
Three Bridge Wealth Advisors is an SEC registered investment adviser with its main office in Los Altos, California and reports $1 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 150460
- SEC file number
- 801-70332
- SEC status
- Approved, effective July 9, 2009
- Legal name
- Three Bridge Wealth Advisors, LLC
- Main office
- 240 Third Street Suite 110, Los Altos, CA 94022
- Phone
- (650) 433-3500
- Website
- threebridgewa.com
- Regulatory AUM
- $1,045,756,051 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $1,045,756,051
- Accounts
- 605
- Employees
- 10, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $1.04 billion |
| Individuals (other than high net worth individuals) | 10 | $6.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.05 billion | March 30, 2026 |
| December 1, 2025 | $817.8 million | October 30, 2025 |
Other advisers in Los Altos
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Strategy Capital LLC | Los Altos | $1.34 billion | 4 | adviserinfo.sec.gov |
| Traveka Wealth, LLC | Los Altos | $730.8 million | Not listed | adviserinfo.sec.gov |
| Diversifi Capital Inc | Los Altos | $671.4 million | 22 | adviserinfo.sec.gov |
| Riley Friedman Asset Management | Los Altos | $584.8 million | Not listed | adviserinfo.sec.gov |
| Flywheel Private Wealth LLC | Los Altos | $415 million | Not listed | adviserinfo.sec.gov |
| Gates Pass Advisors, LLC | Los Altos | $207.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Altos, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Three Bridge Wealth Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.