Old Bridge Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$97,281,561
Clients
280
Advisors
3
of 6 employees
About
Old Bridge Wealth, Inc. provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients) and business entities, and the firm states it operates with no account minimum. It documents client goals and constraints in an Investment Policy Statement and conducts regular portfolio monitoring and reporting.
The firm’s investment process combines fundamental, technical, cyclical analysis and modern portfolio theory and is implemented across both long‑term and active strategies, including options, margin transactions and short sales where appropriate. OBWI also allocates to a broad set of vehicles — including mutual funds, ETFs (including precious‑metal ETFs), real estate funds, commodities, private equity, hedge funds, venture capital and private placements — and may place client assets with third‑party managers for portions of portfolios.
Noteworthy distinctions include principals’ outside roles as licensed insurance agents, accountants and registered representatives, which the firm discloses as potential conflicts when commissionable products are recommended alongside advisory services. OBWI also requires use of a specified custodian, maintains standing transfer authorizations that constitute limited custody arrangements, and has pre‑approval procedures for staff participation in IPOs/ICOs and limited offerings, practices that are less common among similarly sized peers.
Client services
Expertise
Fee options
2.00% annually flat fee for all assets
Main office
333 Jackson Ave
Syosset NY 11791
Advisors at this office
3
Most active in
Connecticut · Florida · New Jersey · New York · Texas
Also doing business as
Old Bridge Wealth, Inc · Old Bridge Wealth, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jason N
Series 65
Syosset, NY
Old Bridge Wealth, Inc.
Jason Nardis is a financial advisor at Old Bridge Wealth, Inc. with two years of industry experience. He holds a Series 65 designation and has held business roles in areas including accounting, reporting, and alternative investments through his ownership of Old Bridge Capital Advisors LLC. Outside of his advisory work, he is involved with ventures such as Stronzi Bagels and Soul Brewery. Old Bridge Wealth, Inc. provides discretionary and non-discretionary portfolio management services to individuals and business entities, including high-net-worth clients, without an account minimum. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with modern portfolio theory and employs a range of strategies and vehicles across both long-term and active management.
Giovanni T
Series 66
Syosset, NY
Old Bridge Wealth, Inc.
Giovanni Treglia is a financial advisor at Old Bridge Wealth, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management and Axa Advisors. Outside of his advisory role, he serves as an officer for the nonprofit Kick Start a Cure. Old Bridge Wealth, Inc. provides discretionary and non-discretionary portfolio management to individuals and business entities without account minimums. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage portfolios across various asset classes and strategies.
Michael M
Series 66
Syosset, NY
Old Bridge Wealth, Inc.
Michael Mongiello is a financial advisor with Old Bridge Wealth, Inc. in Syosset, NY, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at firms such as SCF Securities, Inc., EisnerAmper, United Advisors, and American Portfolios Advisors, Inc. Outside of his advisory work, he has been involved in mechanical contracting and owns a tax preparation business. Old Bridge Wealth, Inc. provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, and business entities without an account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis alongside modern portfolio theory, utilizing a wide range of investment vehicles and third-party managers in both long-term and active strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)