Three Bridge Wealth Advisors

Three Bridge Wealth Advisors (CRD# 150460) is a financial advisory firm headquartered in Portola Valley, CA. They manage $410,026,375 in 774 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    410
    MILLION
  • Total Number of Accounts
    774
    ACCOUNTS
  • Average Account Value
    $529,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, TX

Financial Advisors at Three Bridge Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Frederick J. Molfino
CRD#: 2280316
3270 Alpine Road, Portola Valley, CA 94028
93
Wealthminder
score

Frederick Molfino (CRD# 2280316) is an Investment Advisor Representative working at Three Bridge Wealth Advisors in Portola Valley, CA and has over 24 years of experience in the finance industry.

2
Brett B. Sharkey
CRD#: 4646380
3270 Alpine Road, Portola Valley, CA 94028
93
Wealthminder
score

Brett Sharkey (CRD# 4646380) is an Investment Advisor Representative working at Three Bridge Wealth Advisors in Portola Valley, CA and has over 13 years of experience in the finance industry.

3
Eric T. Thurber
CRD#: 2654696
3270 Alpine Road, Portola Valley, CA 94028
93
Wealthminder
score

Eric Thurber (CRD# 2654696) is an Investment Advisor Representative working at Three Bridge Wealth Advisors in Portola Valley, CA and has over 21 years of experience in the finance industry.

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