R. Christopher Wiegand

NEWBRIDGE WEALTH MANAGEMENT

BRYN MAWR, PA 19010

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CRD#: 4677868

Professional summary

R. Christopher Wiegand is a registered financial advisor currently at NEWBRIDGE WEALTH MANAGEMENT located in Bryn Mawr, Pennsylvania.

R. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. R. Christopher has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view R. Christopher Wiegand's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 1, 2026 - Present

NEWBRIDGE WEALTH MANAGEMENT

Office #1: 859 W. Lancaster Avenue, Bryn Mawr, PA 19010

RIA

CRD#: 169239

BRYN MAWR, PA

Past

October 30, 2013 - December 31, 2024

NEWBRIDGE WEALTH MANAGEMENT

RIA

CRD#: 169239

BERWYN, PA

Past

July 21, 2003 - November 24, 2020

B&W

RIA

CRD#: 122954

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEWBRIDGE WEALTH MANAGEMENT

NEWBRIDGE WEALTH MANAGEMENT | VBCW, LLC | NEWBRIDGE WEALTH MANAGEMENT, LLC

CRD#: 169239 / SEC#: 801-123445

RIA

Registered Investment Advisory firm - (3/11/2022 Approved)

New Jersey

Registered Investment Advisory firm - (5/28/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/17/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/16/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NEWBRIDGE WEALTH MANAGEMENT

NEWBRIDGE WEALTH MANAGEMENT | VBCW, LLC | NEWBRIDGE WEALTH MANAGEMENT, LLC

CRD#: 169239 / SEC#: 801-123445

RIA

Registered Investment Advisory firm - (3/11/2022 Approved)

New Jersey

Registered Investment Advisory firm - (5/28/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/17/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/16/2022 Terminated)

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Contact information

Main Address

859 W. Lancaster Avenue, Bryn Mawr, PA 19010

Mailing Address

Phone number

(610) 564-8042

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE (2/4/2026)

BROCHURE SUPPLEMENT - BOSWELL (2/4/2026)

BROCHURE SUPPLEMENT WIEGAND (2/4/2026)

BROCHURE SUPPLEMENT BARBERA (2/4/2026)

Regulatory assets under management

Total Number of Accounts	800
AUM (Assets Under Management)	$ 219,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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R. Christopher Wiegand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view R. Christopher Wiegand's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWBRIDGE WEALTH MANAGEMENT

NEWBRIDGE WEALTH MANAGEMENT

B&W

Primary Firm SEC Registration

NEWBRIDGE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

NEWBRIDGE WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWBRIDGE WEALTH MANAGEMENT

TRUST BUT VERIFY

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