OLD BRIDGE WEALTH, INC

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UUID5a759362-33a4-574e-9b7a-4d1c3e1c6f0d

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:56

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	332180	332180	—	1.0
sec_file_number	801-130858	801-130858	—	—

Profile

Websitehttps://WWW.OLDBRIDGEWEALTH.COM

HQ CitySYOSSET

HQ StateNY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)38,710,000.0
RAUM (discretionary)38,710,000.0
Actionable assets20,050,000.0
Accounts205.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM20,050,000.0

As of 2025-02-28 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
NARDIS, JASON, FRANK	MANAGING PARTNER, VP	OFFICER	—	{"filing_id": "2005601", "owner_id": "7949165", "source": "adv_part1", "table": "Schedule_A_B"}
PARRA, ELAN, DAVID	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2005601", "owner_id": "8143740", "source": "adv_part1", "table": "Schedule_A_B"}
TREGLIA, GIOVANNI	MANAGING PARTNER AND PRESIDENT	OFFICER	—	{"filing_id": "2005601", "owner_id": "5836820", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

NARDIS, JASON, FRANK

MANAGING PARTNER, VP

OFFICER

—

{"filing_id": "2005601", "owner_id": "7949165", "source": "adv_part1", "table": "Schedule_A_B"}

PARRA, ELAN, DAVID

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2005601", "owner_id": "8143740", "source": "adv_part1", "table": "Schedule_A_B"}

TREGLIA, GIOVANNI

MANAGING PARTNER AND PRESIDENT

OFFICER

—

{"filing_id": "2005601", "owner_id": "5836820", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/23/2025 03:46:28 PM",
  "filing_id": "2005601",
  "reg_type": "IA"
}
```

OLD BRIDGE WEALTH, INC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1