Three Bridge Wealth Advisors, LLC
Three Bridge Wealth Advisors, LLC is a fee-only registered investment advisory firm founded in 2009 and headquartered in Portola Valley, California. The firm serves high net worth individuals, families, small businesses, and institutional clients with customized financial planning, portfolio construction, and comprehensive wealth management solutions. They are known for their focus on tax-efficient investing, wealth preservation, and responsive financial planning. The firm typically requires a $2,000,000 minimum investment and currently has about 11 employees.
Investment Strategy
Three Bridge Wealth Advisors specializes in providing individualized, comprehensive wealth management solutions incorporating investment planning, retirement planning, estate planning, and risk management. Their advisors tailor portfolios to achieve clients' specific goals, with a focus on tax efficiency, preservation of wealth, and long-term growth. The firm works closely with clients to develop customized plans that adapt to changing financial circumstances and objectives.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACWI | ISHARES TR | 14.69% | $57.0M | 412,183 | $100.36 | $138.24 | +$5.1M |
S SPY | SPDR S&P 500 ETF TR | 7.11% | $27.6M | 41,279 | $451.19 | $666.18 | +$3.6M |
M META | META PLATFORMS INC | 7.02% | $27.2M | 37,093 | $478.83 | $734.38 | -$2.0M |
V VOO | VANGUARD INDEX FDS | 6.47% | $25.1M | 40,881 | $479.81 | $612.38 | +$2.0M |
C COIN | COINBASE GLOBAL INC | 6.45% | $25.0M | 74,170 | $189.96 | $337.49 | -$987.3K |