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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

THREE BRIDGE WEALTH ADVISORS

THREE BRIDGE WEALTH ADVISORS, LLC, CRD 150460

LOS ALTOS, CA

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:c2088352-632a-cc83-0832-07f369cdab69

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 1
Observed: Jan 18, 2012 to Mar 30, 2026
37 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Three Bridge Wealth Advisors

Intermediary · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $523Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 605
Individual clients: 10
High net worth clients: 61
Custody, client assets: $219M
SEC number: 801-70332
CIK: 1950962
CRD: 150460
Filings on the tape: 37
First filed: Jan 18, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, CA
Website: threebridgewa.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
BRETT BARTON SHARKEY	n/a	LOS ALTOS, CA	1	23	4	yes
ERIC THOMAS THURBER	n/a	LOS ALTOS, CA	0	30	4	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
Banfield, Cynthia, Ann	CHIEF COMPLIANCE OFFICER	Na	yes	10/2025	Mar 30, 2026	Mar 30, 2026
SHARKEY, BRETT, BARTON	MANAGING MEMBER	C	yes	08/2009	Mar 30, 2026	Mar 30, 2026
THURBER, ERIC, THOMAS	MANAGING MEMBER/CHIEF INVESTMENT OFFICER	D	yes	08/2009	Mar 30, 2026	Mar 30, 2026
TAVARES, MARGUERITE, AMARAL	CHIEF COMPLIANCE OFFICER	Na	no	02/2023	Feb 22, 2023	Oct 24, 2024

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	Mar 30, 2026	$1.0B	$1.0B	10	3	0	n/a	n/a
2024	Mar 26, 2025	$818M	$818M	9	3	0	n/a	n/a
2023	Mar 18, 2024	$756M	$756M	9	3	0	n/a	n/a
2022	Mar 29, 2023	$814M	$814M	8	3	0	n/a	n/a
2021	Mar 31, 2022	$778M	$778M	8	3	0	n/a	n/a
2020	Mar 31, 2021	$548M	$548M	6	3	0	n/a	n/a
2019	Apr 2, 2020	$467M	$467M	7	3	0	n/a	n/a
2018	Mar 20, 2019	$445M	$445M	7	3	0	n/a	n/a
2017	Mar 2, 2018	$458M	$458M	5	3	0	n/a	n/a
2016	Jan 23, 2017	$459M	$459M	5	3	n/a	n/a	n/a
2015	Jan 14, 2016	$410M	$410M	6	5	n/a	n/a	n/a
2014	Feb 10, 2015	$406M	$406M	6	5	n/a	n/a	n/a
2013	Feb 26, 2014	$376M	$357M	5	5	n/a	n/a	n/a
2012	Jan 23, 2013	$314M	$291M	5	3	n/a	n/a	n/a
2011	Jan 18, 2012	$280M	$279M	n/a	n/a	n/a	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	2	0

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	$1.0B	$818M	27.9%	$814M	8.7%	10	9	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HIGHTOWER ADVISORS, LLC	3	Dec 31, 2018	Nov 17, 2010	LOS ALTOS, CA	Firm absorbed	RIA to ibd	100.0%

Relationships

Registered with (4)

← ERIC THOMAS THURBERAdvisorregistration: previous registration
Aug 14, 2009 to Dec 31, 2018factForm ADV
← BRETT BARTON SHARKEYAdvisorregistration: previous registration
Aug 14, 2009 to Dec 31, 2018factForm ADV
← FREDERICK JOHN MOLFINOAdvisorregistration: previous registration
Feb 26, 2020 to Jun 8, 2022factForm ADV
← Jonathan Hall PorterAdvisorregistration: previous registration
Aug 14, 2009 to Sep 30, 2011factForm ADV

Controls (2)

← THURBER, ERIC, THOMASOwnerMANAGING MEMBER/CHIEF INVESTMENT OFFICER, ownership code D, individual
Jan 18, 2012 to Oct 24, 2024factForm ADV
← SHARKEY, BRETT, BARTONOwnerMANAGING MEMBER, ownership code C, individual
Jan 18, 2012 to Oct 24, 2024factForm ADV

Owns (1)

← TAVARES, MARGUERITE, AMARALOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 22, 2023 to Oct 24, 2024factForm ADV

Moved with (1)

→ HIGHTOWER ADVISORS, LLCRegistered adviser3 advisors, firm absorbed, same day
Dec 31, 2018 to Nov 17, 2010factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Three Bridge Wealth Advisors reported RAUM $1.0B, up 28% from $817.8M (2025-10-30 to 2026-03-30)
Form ADVobserved 6 days ago
$228M
Occurred
Jun 8, 2022
Advisor changed firm
Frederick John Molfino left Three Bridge Wealth Advisors for Parallel Advisors, Llc (registered 2020-09-01)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Three Bridge Wealth Advisors reported RAUM $778.3M, up 42% from $548.3M (2021-03-31 to 2022-03-31)
Form ADVobserved 6 days ago
$230M
Occurred
Oct 2, 2020
Control person left
John Frederick Molfino (Managing Member) no longer on Schedule A of Three Bridge Wealth Advisors (listed 2020-06-23, absent 2020-10-02)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2088352-632a-cc83-0832-07f369cdab69
First observed: Jan 18, 2012
Last observed: Mar 30, 2026 5 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.

THREE BRIDGE WEALTH ADVISORS

THREE BRIDGE WEALTH ADVISORS, LLC, CRD 150460

LOS ALTOS, CA

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:c2088352-632a-cc83-0832-07f369cdab69

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRETT BARTON SHARKEY

n/a

LOS ALTOS, CA

yes

ERIC THOMAS THURBER

n/a

LOS ALTOS, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Banfield, Cynthia, Ann

CHIEF COMPLIANCE OFFICER

yes

10/2025

Mar 30, 2026

SHARKEY, BRETT, BARTON

MANAGING MEMBER

yes

08/2009

Mar 30, 2026

THURBER, ERIC, THOMAS

MANAGING MEMBER/CHIEF INVESTMENT OFFICER

yes

08/2009

Mar 30, 2026

TAVARES, MARGUERITE, AMARAL

CHIEF COMPLIANCE OFFICER

02/2023

Feb 22, 2023

Oct 24, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.0B

n/a

2024

Mar 26, 2025

$818M

n/a

2023

Mar 18, 2024

$756M

n/a

2022

Mar 29, 2023

$814M

n/a

2021

Mar 31, 2022

$778M

n/a

2020

Mar 31, 2021

$548M

n/a

2019

Apr 2, 2020

$467M

n/a

2018

Mar 20, 2019

$445M

n/a

2017

Mar 2, 2018

$458M

n/a

2016

Jan 23, 2017

$459M

n/a

2015

Jan 14, 2016

$410M

n/a

2014

Feb 10, 2015

$406M

n/a

2013

Feb 26, 2014

$376M

$357M

n/a

2012

Jan 23, 2013

$314M

$291M

n/a

2011

Jan 18, 2012

$280M

$279M

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

$1.0B

$818M

27.9%

$814M

8.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HIGHTOWER ADVISORS, LLC

Dec 31, 2018

Nov 17, 2010

LOS ALTOS, CA

Firm absorbed

RIA to ibd

100.0%