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Managing Partner and President · Old Bridge Wealth, Inc

Giovanni Treglia

CRD 5836820 · Named on Form ADV at one SEC-registered adviser

At a glance

Old Bridge Wealth, Inc, an SEC-registered wealth manager based in Syosset, NY with $151 million in regulatory assets, lists Giovanni Treglia on its Form ADV as Managing Partner and President, a control person.

Firms and roles

  • Old Bridge Wealth, IncManaging Partner and PresidentWealth manager · Syosset, NY · $151M in regulatory assets

AtlasMembers

Giovanni’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Giovanni’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.