Old Bridge Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$77,470,569
Clients
239
Advisors
3
of 5 employees
About
Old Bridge Wealth serves individuals, high‑net‑worth individuals, and business entities, providing ongoing portfolio management, written investment policy statements, and referrals to third‑party investment managers. The firm manages accounts on a discretionary basis and implements client‑specific IPS guidance and allowable client‑imposed investment restrictions when necessary.
OBWI applies multiple analysis methods — including fundamental, technical, cyclical analysis and modern portfolio theory — and pursues both long‑term and short‑term trading strategies. Its stated investment strategies extend to short sales, margin and options trading and to allocations in nontraditional vehicles such as private equity, hedge funds, venture capital, REITs, commodities and ETFs.
Distinctive features for a small supported adviser include a requirement that clients custody assets at Schwab Institutional and disclosures that the firm may receive soft‑dollar research and other benefits from custodians. The brochure also discloses that firm principals engage in outside activities (including insurance sales and broker‑dealer registrations that can create commission conflicts) and notes a recent change in the firm’s chief compliance officer; OBWI describes policies and disclosures it uses to address those conflicts.
Client services
Expertise
Fee options
2.00% annually on all assets
Representatives may receive commissions from outside business activities and sale of insurance and securities products, creating conflicts of interest.
Account minimum: No account minimum for any of OBWI’s services
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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 one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, he is involved in entrepreneurial activities including ownership of Old Bridge Capital Advisors, which focuses on accounting, reporting, and alternative investments for single and multi-family offices. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, investment policy statements, and referrals to third-party managers. The firm uses multiple analysis methods and employs a range of strategies, including alternative investments and trading techniques, while managing accounts on a discretionary basis.
Giovanni T
Series 66
Syosset, NY
Old Bridge Wealth, Inc.
Giovanni Treglia is a financial advisor at Old Bridge Wealth, Inc. with 14 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 is an officer of Kick Start A Cure, a nonprofit organization that organizes events. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, written investment policy statements, and referrals to third-party managers. The firm employs multiple analysis methods and a range of investment strategies, including both long- and short-term approaches and allocations to nontraditional vehicles.
Michael M
Series 66
Syosset, NY
Old Bridge Wealth, Inc.
Michael Mongiello is a financial advisor at Old Bridge Wealth, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including EisnerAmper and United Advisors. In addition to his advisory role, he has been involved in mechanical contracting and tax preparation businesses. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, investment policy statements, and referrals to third-party managers. The firm employs a variety of analysis methods and pursues both long- and short-term strategies, including the use of alternative investment vehicles.
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