Newbridge Wealth Management

Newbridge Wealth Management (CRD# 169239) is a financial advisory firm headquartered in Berwyn, PA. They manage $32,000,000 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $166,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Newbridge Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Kurt Angstadt
CRD#: 4726951
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
103
Wealthminder
score

Kurt Angstadt (CRD# 4726951) is an Investment Advisor Representative working at Newbridge Wealth Management in Berwyn, PA and has over 13 years of experience in the finance industry. Kurt Angstadt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Vincent R. Barbera
CRD#: 4555357
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
101
Wealthminder
score

Vincent Barbera (CRD# 4555357) is an Investment Advisor Representative working at Newbridge Wealth Management in Berwyn, PA and has over 14 years of experience in the finance industry. Vincent Barbera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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