Three Bridge Wealth Advisors

Three Bridge Wealth Advisors (CRD# 150460) is a financial advisory firm headquartered in Portola Valley, CA. They manage $756,423,205 in 589 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
3270 Alpine Road, Portola Valley, CA 94028
http://www.threebridgewa.com
By the Numbers
  • Total Assets Under Management
    756
    MILLION
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $1,284,250
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, HI, NE, NJ, NV, NY, OK, OR, TX, WA

Financial Advisors at Three Bridge Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Brett Sharkey, financial advisor Portola Valley CA
Brett B. Sharkey
CRD#: 4646380
3270 Alpine Road, Portola Valley, CA 94028

Brett Sharkey (CRD# 4646380) is an Investment Advisor Representative working at Three Bridge Wealth Advisors in Portola Valley, CA and has over 20 years of experience in the finance industry.

2
Eric Thurber, financial advisor Portola Valley CA
Eric T. Thurber
CRD#: 2654696
3270 Alpine Road, Portola Valley, CA 94028

Eric Thurber (CRD# 2654696) is an Investment Advisor Representative working at Three Bridge Wealth Advisors in Portola Valley, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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