KINGSBRIDGE WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2012

Total AUM

$469M

Discretionary

$469M

100% of AUM

Avg account

$9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LAS VEGAS, Nevada
CRD number: 165560
Registered since: October 1, 2012
Website: kwm.us.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Other
Client types: HNWI93.59%
Charitable Organizations6.28%
Individuals0.14%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Kingsbridge Wealth Management, Inc. operates as an independent registered investment adviser (SEC registration since 2012) that serves both individual/family and institutional clients. The firm is organized as a corporation and identifies itself as a capital allocator; it also acts in sponsor and GP roles for pooled vehicles. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Fee arrangements are primarily percentage‑of‑AUM based alongside other fee types. Kingsbridge does not position itself as an active ESG investor.