Wealth manager, independent · LOS Altos, CA
Three Bridge Wealth Advisors
Three Bridge Wealth Advisors, LLC · SEC-registered investment adviser · CRD 150460 · SEC 801-70332
At a glance
Three Bridge Wealth Advisors is an SEC-registered investment adviser based in LOS Altos, California, with $1.0B in regulatory assets under management as of its Form ADV filed March 30, 2026. It reports 71 individual clients, 61 of them high-net-worth, holding an average of about $15 million each, and 10 employees. That ranks it 1061st among the nation’s 5,657 independent wealth management RIAs and 127th of 714 in California. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 650-433-3500threebridgewa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among independent wealth managers
- #1,061 of 5,657
- Rank among all SEC RIAs
- #5,250 of 17,210
- Rank in California
- #127 of 714
- Individual clients
- 71
- High-net-worth clients
- 61
- Accounts
- 605
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Brett B. SharkeyManaging Member
- Eric T. ThurberManaging Member/chief Investment Officer
- Cynthia A. BanfieldChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Three Bridge Wealth Advisors is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Other Investment Products Some persons providing investment advice on behalf of Three Bridge Wealth Advisors are licensed registered representatives of Purshe Kaplan Sterling, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 61 | $1.0B | 99% |
| Individuals | 10 | $6M | <1% |
Disciplinary disclosures
Three Bridge Wealth Advisors answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗threebridgewa.com ↗
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The full record on Three Bridge Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,425 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Schnieders Capital Management, LLC.Pasadena | $1.1B | 459 |
| Morling Financial Advisors, LLCFremont | $1.0B | 333 |
| Manchester Financial IncWestlake Village | $1.0B | 1,018 |
| RPG Investment Advisory, LLCPleasanton | $1.0B | 953 |
| Gould Asset Management LLCClaremont | $1.0B | 349 |
| Verita Strategic Wealth Partners, LLCSAN Francisco | $1.0B | 17 |
Background
Questions
How much does Three Bridge Wealth Advisors manage?
Three Bridge Wealth Advisors reports $1.0B in regulatory assets under management across 605 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
How many clients does Three Bridge Wealth Advisors have?
It reports 71 individual clients: 61 high-net-worth individuals and 10 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Three Bridge Wealth Advisors headquartered?
Its main office is in LOS Altos, California. It reports 1 office in total and 10 employees, 3 of whom perform investment advisory functions.
How does Three Bridge Wealth Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Three Bridge Wealth Advisors use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 30, 2026, it reports these amounts held: Charles Schwab ($778M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Three Bridge Wealth Advisors a hybrid RIA with a broker-dealer?
Three Bridge Wealth Advisors is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Three Bridge Wealth Advisors a fiduciary?
As an SEC-registered investment adviser, Three Bridge Wealth Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 3 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Three Bridge Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →