Verified 10 Nov 2026
Three Bridge Wealth Advisors
Three Bridge Wealth Advisors operates as Three Bridge Family Office, a multi-family office in Los Altos, California, set up by two co-founders who serve as managing directors. It advises first-generation wealthy individuals and their families, designing and managing comprehensive solutions built around their values. Its Form ADV filed on 30 March 2026 reported $1.0 billion in regulatory assets for 61 clients.
- Type
- Multi-family office
- Location
- Los Altos, California, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $1.0B regulatory AUM (Form ADV, filed 2026-03-30)
- Latest fund or filing
- 30 Mar 2026
- Website
- www.threebridgewa.com
Contacts on file
For Three Bridge Wealth Advisors, the paid file holds: 3 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/150460
- reports.adviserinfo.sec.gov/reports/ADV/150460/PDF/150460.pdf
- www.threebridgefo.com/
- www.threebridgewa.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.