Kingsbridge Wealth Management, Inc.
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
FINTRXOverview
Kingsbridge Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2012. The firm describes itself as a capital allocator that serves individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Kingsbridge also engages in activities as an investment sponsor and a managing member or general partner of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds50%
- Exchange Traded Equities42%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 5
Kerri Dunn
Executive Vice PresidentCRD 5516468
Martin Orton
Senior Vice President, OperationsCRD 2785924
David Dunn
President & FounderCRD 2514757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 1140 N Town Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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