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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NEWBRIDGE WEALTH MANAGEMENT

NEWBRIDGE WEALTH MANAGEMENT, LLC, CRD 169239

BRYN MAWR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:526cad76-422e-e2c1-09ef-23c00b231ca1

Data as of Feb 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Feb 11, 2022 to Feb 4, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.01 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $220MItem 5.F on the latest filing (2026-02-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $210M
Private client RAUM: $218MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $73.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 800
Individual clients: 15
High net worth clients: 135
SEC number: 801-123445
CRD: 169239
Filings on the tape: 10
First filed: Feb 11, 2022
Latest filed: Feb 4, 2026
Organised: Limited Liability Company, PA
Website: newbridgewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN MERRITT BOSWELL	Certified Financial Planner	Malden, MA	4	23	1	no
R. CHRISTOPHER WIEGAND	Chartered Financial Analyst	BRYN MAWR, PA	0	23	2	no
VINCENT ROY BARBERA	Certified Financial Planner	BRYN MAWR, PA	0	24	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARBERA, VINCENT, ROY	MANAGING PARTNER	C	yes	09/2013	Feb 11, 2022	Dec 4, 2024
WIEGAND, R. CHRISTOPHER	MANAGING PARTNER, CCO	C	yes	09/2013	Feb 11, 2022	Dec 4, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Eagleville	Pa	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 4, 2026	$220M	$210M	3	3	3	n/a	n/a
2024	Feb 12, 2025	$160M	$150M	3	3	3	n/a	n/a
2023	Feb 19, 2024	$132M	$132M	3	3	3	n/a	n/a
2022	Apr 3, 2023	$115M	$115M	4	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$220M	$160M	37.2%	$115M	24.0%	3	3	3	3

Relationships

Registered with (4)

← VINCENT ROY BARBERAAdvisorregistration: previous registration
Oct 30, 2013 to Dec 31, 2024factForm ADV
← R. CHRISTOPHER WIEGANDAdvisorregistration: previous registration
Oct 30, 2013 to Dec 31, 2024factForm ADV
← BRIAN MERRITT BOSWELLAdvisorregistration: current employment
Mar 17, 2022 to presentfactForm ADV
← KURT Wayne ANGSTADTAdvisorregistration: previous registration
Oct 28, 2014 to Mar 22, 2017factForm ADV

Controls (2)

← BARBERA, VINCENT, ROYOwnerMANAGING PARTNER, ownership code C, individual
Feb 11, 2022 to Dec 4, 2024factForm ADV
← WIEGAND, R. CHRISTOPHEROwnerMANAGING PARTNER, CCO, ownership code C, individual
Feb 11, 2022 to Dec 4, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Vincent Roy Barbera left Newbridge Wealth Management for Origin Investment Advisory Llc (registered 2022-01-10)
Form ADVobserved 4 days ago
Occurred
Feb 11, 2022
First Form ADV filing
Newbridge Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:526cad76-422e-e2c1-09ef-23c00b231ca1
First observed: Feb 11, 2022
Last observed: Feb 4, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEWBRIDGE WEALTH MANAGEMENT

NEWBRIDGE WEALTH MANAGEMENT, LLC, CRD 169239

BRYN MAWR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:526cad76-422e-e2c1-09ef-23c00b231ca1

Data as of Feb 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN MERRITT BOSWELL

Certified Financial Planner

Malden, MA

R. CHRISTOPHER WIEGAND

Chartered Financial Analyst

BRYN MAWR, PA

VINCENT ROY BARBERA

Certified Financial Planner

BRYN MAWR, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARBERA, VINCENT, ROY

MANAGING PARTNER

yes

09/2013

Feb 11, 2022

Dec 4, 2024

WIEGAND, R. CHRISTOPHER

MANAGING PARTNER, CCO

yes

09/2013

Feb 11, 2022

Dec 4, 2024

City

State

Country

Employees

Also broker-dealer

Eagleville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 4, 2026

$220M

$210M

n/a

2024

Feb 12, 2025

$160M

$150M

n/a

2023

Feb 19, 2024

$132M

n/a

2022

Apr 3, 2023

$115M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$220M

$160M

37.2%

$115M

24.0%