Managing Partner · Newbridge Wealth Management
Vincent R. Barbera
CRD 4555357 · Named on Form ADV at one SEC-registered adviser
At a glance
Newbridge Wealth Management, an SEC-registered wealth manager based in Bryn Mawr, PA with $220 million in regulatory assets, lists Vincent R. Barbera on its Form ADV as Managing Partner, a control person.
Firms and roles
- Newbridge Wealth ManagementManaging PartnerWealth manager · Bryn Mawr, PA · $220M in regulatory assets
AtlasMembers
Vincent’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- R. Christopher WiegandManaging Partner, CCO, Newbridge Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vincent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.