Old Bridge Wealth, Inc
- Regulatory AUM
- $144M
- Discretionary
- $144M
- Clients
- 253
- Avg AUM / client
- $568K
- Accounts
- 253
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 23, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 173 | $29.1M | 20.3% |
| High net worth individuals | 66 | $48.3M | 33.7% |
| Pension and profit sharing plans | 7 | $6.5M | 4.51% |
| Charitable organizations | Fewer than 5 clients | $57.2M | 39.8% |
| Corporations and other businesses | 7 | $2.5M | 1.77% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Giovanni Treglia | Managing Partner And President | Jul 2017 (9y) | 50% – 75% | |
| Jason Frank Nardis | Managing Partner, Vp, And Chief Compliance Officer | Jul 2017 (9y) | 50% – 75% | |
| Michael Henry Mongiello | Registered representative | Oct 2024 (2y) |
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) | 09/23/2025 | 909 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
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $137M (95% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 23, 2025.
View current Form ADV (SEC/IAPD) ↗