Three Bridge Wealth Advisors
Financial Services • 
Los Altos, California, United States • 1-10 Employees
Company overview
| Headquarters | 240 Third Street, Suite 110, Los Altos, CA 94022, US |
| Phone number | +16504333500 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2009 |
| Employees | 1-10 |
Key Contacts at Three Bridge Wealth Advisors
Eric Thurber
Co-Founder And Managing Director
Richard Cheever
Director, Investment Strategy & Research
William Hains
Director
Ivan Chan
Director Of Client Services
Three Bridge Wealth Advisors Email Formats
Three Bridge Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@threebridgewa.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@threebridgewa.com | 60% |
{first name} | john@threebridgewa.com | 40% |
About Three Bridge Wealth Advisors
When approached properly, one's wealth and values are aligned. We refer to this as a life well lived. With unsurpassed service and industry knowledge, we craft comprehensive solutions that advance the values of our clients and their families. We work with a limited number of individuals and families to ensure we understand your specific family dynamics, your values, your goals. An experienced team of industry experts, we design fully integrated solutions tailored to our clients' needs and interests. As an independent firm, we offer access to unbiased, best-of-breed partners and professional service providers, delivering what is right and what is best for you.
Three Bridge Wealth Advisors revenue & valuation
| Annual revenue | $16,700,000 |
| Revenue per employee | $1,664,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $53,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Three Bridge Wealth Advisors has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Three Bridge Wealth Advisors has never raised funding before.
Three Bridge Wealth Advisors Tech Stack
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