Three Bridge Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Three Bridge Wealth Advisors provides wealth management and financial planning to individuals — including high‑net‑worth clients — as well as trusts, retirement plans and business entities. Its services include discretionary portfolio management, tailored financial planning and the selection and ongoing oversight of independent third‑party money managers.
The firm emphasizes continuous account supervision with at least quarterly reviews and periodic rebalancing, using portfolios made up of ETFs, mutual funds, individual securities, REITs and, for qualified clients, private fund and private placement investments. Three Bridge may recommend long‑ and short‑term strategies as appropriate to client objectives and monitors third‑party managers to align strategies and target allocations with client goals.
Three Bridge is notable for managing just over $1 billion in client assets while serving a relatively small client base, resulting in an unusually high AUM per advisor compared with peers. The firm also discloses a prior enforcement matter: a 2019 SEC settlement addressing proxy voting without authority that included a $60,000 civil penalty and a cease‑and‑desist order, and its current practice is not to vote proxies on clients’ behalf; some advisory personnel are also licensed broker‑dealers and insurance agents, though the firm states it does not engage in commissionable sales with advisory clients.
Client services
Expertise
Fee options
$2,500 - $50,000
$350-$500 per hour
Account minimum: $2,000,000 Minimum fee: $25,000 annual minimum fee Fee-only: Hourly fee $350-$500; Flat fees $2,500 - $50,000
Main office
240 Third Street, Suite 110
Los Altos CA 94022
Advisors at this office
2
Most active in
California · Colorado · Texas
Also doing business as
Three Bridge Wealth Advisors · Three Bridge Wealth Advisors, LLC
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.
Quick links
Advisors at this firm
Brett S
Series 63, Series 65
Los Altos, CA
Three Bridge Wealth Advisors
Brett Sharkey is a financial advisor at Three Bridge Wealth Advisors in Los Altos, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. and Sanctuary Securities, LLC. Sharkey has served as managing director and financial advisor at Three Bridge Wealth Advisors since 2009. Three Bridge Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and select institutional entities. The firm offers discretionary portfolio management with a focus on ETFs, mutual funds, individual securities, and REITs, along with coordinated financial planning services including bill-pay and bookkeeping.
Eric T
Series 63, Series 65
Los Altos, CA
Three Bridge Wealth Advisors
Eric Thurber is a financial advisor at Three Bridge Wealth Advisors in Los Altos, CA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanctuary Securities, llc from 2011 to 2017. Since November 2023, he has served as Chairman of the Board of Trustees for the International Farmhouse Foundation. Three Bridge Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and select institutional entities. The firm offers discretionary portfolio management, coordinated financial planning, and integrates third-party managers, focusing on long-term strategies and continuous account supervision.
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”)