DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T•••• B••••• W••••• A•••••••
Legal name T•••• B••••• W••••• A•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jan 18, 2012 · 37 filings
SEC status approved since Jul 9, 2009
RAUM
$1.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.0B individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$523M
derived; firm RAUM over IAPD count
Employees
10
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$1.0B as of Mar 30, 2026
Jan 18, 2012$280M then
HNW client RAUM$1.0B as of Mar 30, 2026
Mar 2, 2018$448M then
State-registered IARs (5.B.3)2 as of Mar 30, 2026
Jan 18, 20120 then
Employees (5.A)10 as of Mar 30, 2026
Jan 23, 20135 then
Private funds: no history
RAUM +28% over the last fiscal year+8.7% a year over threeIARs 3 to 2
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $523MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $17.0MderivedHNW RAUM over HNW clients
- Average account
- $1.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 5.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $219M, 17 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.0B99%
- Individuals$6.2M0.6%
- Individual clients
- 10reported
- HNW clients
- 61reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 605reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $219M for 17 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••• B••••• S•••••• | Los Altos, Ca | Jan 1, 2025 | 23 y | 4 |
| E••• T••••• T•••••• | Los Altos, Ca | Nov 3, 2025 | 30 y | 4 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- F•••••••• J••• M•••••• to P••••••• A•••••••• L••Jun 8, 2022 · RIA to RIA
- F•••••••• J••• M•••••• to H•••••••• A•••••••• L••Dec 31, 2018 · Other
- B•••• B••••• S•••••• to H•••••••• A•••••••• L••Dec 31, 2018 · Other
- E••• T••••• T•••••• to H•••••••• A•••••••• L••Dec 31, 2018 · Other
- J••••••• H••• P••••• to H•••••••• A•••••••• L••Sep 30, 2011 · Other
Joined, latest
- E••• T••••• T•••••• from H•••••••• A•••••••• L••Nov 3, 2025 · Other
- B•••• B••••• S•••••• from H•••••••• A•••••••• L••Jan 1, 2025 · Other
- F•••••••• J••• M•••••• from H•••••••• A•••••••• L••Feb 26, 2020 · Other
- F•••••••• J••• M•••••• from M••••• S••••••Aug 14, 2009 · Other
- B•••• B••••• S•••••• from M••••• S••••••Aug 14, 2009 · Other
- E••• T••••• T•••••• from M••••• S••••••Aug 14, 2009 · Other
- J••••••• H••• P••••• from M••••• S••••••Aug 14, 2009 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for H•••••••• A•••••••• L••Dec 31, 2018 · Los Altos, Ca · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• C••••••• A•• · Chief Compliance Officercontrolsince 10/2025 · owns less than 5%
- S••••••• B••••• B••••• · Managing Membercontrolsince 08/2009 · owns 25% to 50%
- T••••••• E•••• T••••• · Managing Member/Chief Investment Officercontrolsince 08/2009 · owns 50% to 75%
- T••••••• M••••••••• A••••• · Chief Compliance Officersince 02/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Los Altos, Ca · principal | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 30, 2026B•••••••• C••••••• A•• (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2023-02-22 and 2026-03-30peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 561 to 605Oct 30, 2025 to Mar 30, 2026
- HNW clients · 28 to 61Oct 30, 2025 to Mar 30, 2026
- Individual clients · 43 to 10Oct 30, 2025 to Mar 30, 2026
- Assets in custody · $440M to $219MOct 30, 2025 to Mar 30, 2026
- Employees · 9 to 10Oct 30, 2025 to Mar 30, 2026
- State-registered IARs · 3 to 2Oct 30, 2025 to Mar 30, 2026
- Discretionary RAUM · $818M to $1.0BOct 30, 2025 to Mar 30, 2026
- HNW RAUM · $724M to $1.0BOct 30, 2025 to Mar 30, 2026
- Individual RAUM · $93.8M to $6.2MOct 30, 2025 to Mar 30, 2026
- RAUM · $818M to $1.0BOct 30, 2025 to Mar 30, 2026
- Financial planning clients · 0 to 0Mar 26, 2025 to Oct 30, 2025
- Accounts · 589 to 561Oct 24, 2024 to Mar 26, 2025
- HNW clients · 29 to 28Oct 24, 2024 to Mar 26, 2025
- Individual clients · 45 to 43Oct 24, 2024 to Mar 26, 2025
- Assets in custody · $369M to $440MOct 24, 2024 to Mar 26, 2025
- Insurance-licensed employees · 2 to 0Oct 24, 2024 to Mar 26, 2025
- Financial planning clients · 26-50 to 0Oct 24, 2024 to Mar 26, 2025
- Discretionary RAUM · $756M to $818MOct 24, 2024 to Mar 26, 2025
- HNW RAUM · $667M to $724MOct 24, 2024 to Mar 26, 2025
- Individual RAUM · $89.4M to $93.8MOct 24, 2024 to Mar 26, 2025
- RAUM · $756M to $818MOct 24, 2024 to Mar 26, 2025
- HQ city · PORTOLA VALLEY to LOS ALTOSMar 18, 2024 to Aug 2, 2024
- Accounts · 559 to 589Feb 20, 2024 to Mar 18, 2024
- HNW clients · 26 to 29Feb 20, 2024 to Mar 18, 2024
- Individual clients · 47 to 45Feb 20, 2024 to Mar 18, 2024
- Assets in custody · $214M to $369MFeb 20, 2024 to Mar 18, 2024
- Employees · 8 to 9Feb 20, 2024 to Mar 18, 2024
- Insurance-licensed employees · 0 to 2Feb 20, 2024 to Mar 18, 2024
- State-registered IARs · 2 to 3Feb 20, 2024 to Mar 18, 2024
- Discretionary RAUM · $814M to $756MFeb 20, 2024 to Mar 18, 2024
- HNW RAUM · $728M to $667MFeb 20, 2024 to Mar 18, 2024
- Individual RAUM · $86.3M to $89.4MFeb 20, 2024 to Mar 18, 2024
- RAUM · $814M to $756MFeb 20, 2024 to Mar 18, 2024
- State-registered IARs · 0 to 2Mar 29, 2023 to Dec 22, 2023
- Accounts · 566 to 559Feb 22, 2023 to Mar 29, 2023
- HNW clients · 23 to 26Feb 22, 2023 to Mar 29, 2023
- Individual clients · 49 to 47Feb 22, 2023 to Mar 29, 2023
- Assets in custody · $409M to $214MFeb 22, 2023 to Mar 29, 2023
- Discretionary RAUM · $778M to $814MFeb 22, 2023 to Mar 29, 2023
- HNW RAUM · $681M to $728MFeb 22, 2023 to Mar 29, 2023
Signals
4 dated events
- T•••• B••••• W••••• A••••••• reported RAUM $1.0B, up 28% from $817.8M (2025-10-30 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- F•••••••• J••• M•••••• left T•••• B••••• W••••• A••••••• for P••••••• A•••••••• L•• (registered 2020-09-01)Jun 8, 2022 · Advisor changed firm · fact
- T•••• B••••• W••••• A••••••• reported RAUM $778.3M, up 42% from $548.3M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- John Frederick Molfino (Managing Member) no longer on Schedule A of T•••• B••••• W••••• A••••••• (listed 2020-06-23, absent 2020-10-02)Oct 2, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- T•••• B••••• W••••• A••••••• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business email
- i•••@t•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 650-433-3500reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/three-bridge-wealth-advisors-llc/?viewAreportedpublic record, Form ADV, Sep 18, 2026
- Website
- T••••B•••••WA.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 650-433-3500reportedpublic record, Form ADV, Mar 30, 2026
- Contact form
- t•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $523Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026