Newbridge Wealth Management, Llc
- Regulatory AUM
- $220M
- Discretionary
- $210M
- Clients
- 154
- Avg AUM / client
- $1.4M
- Accounts
- 800
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 15 | $0 | — |
| High net worth individuals | 135 | $218M | 99.1% |
| Banking or thrift institutions | 0 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 4 | $2.0M | 0.91% |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
| Other | 0 | $0 | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| R. Christopher Wiegand | Managing Partner, Cco | CFA | Sep 2013 (13y) | 25% – 50% |
| Vincent Roy Barbera | Managing Partner | CFP | Sep 2013 (13y) | 25% – 50% |
| Brian Merritt Boswell | Registered representative | CFP | Mar 2022 (4y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/04/2026 | 925 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 04, 2026.
View current Form ADV (SEC/IAPD) ↗