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Three Bridge Wealth Advisors

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Client assets under management

$1,045,756,051

Clients

71

86% high-net worth

Advisors

2

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

More info

Clients per advisor

36

Low

Average account size

$14,728,958

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

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Real estate investing General tax planning Wealth management

Fee options

Fixed

$2,500 - $50,000

Project-based

$350-$500 per hour

Other

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 location

Three Bridge Wealth Advisors

240 Third Street, Suite 110

Los Altos CA 94022, United States

Number of offices

1

Most active in

More info

California · Colorado · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 650-433-3500

Advisors at this firm

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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.

Private / alternative investments Real estate investing General tax planning Wealth management
user avatar

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.

Private / alternative investments Real estate investing General tax planning Wealth management
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