Knightsbridge Wealth Management

RIASEC RegisteredEst. 1998
Total AUM
$1.1B
Discretionary
$1B
92% of AUM
Avg account
$804K
Accounts
1,391
Employees
13
Advisory reps
10

Firm details

Headquarters
Newport Beach, California
CRD number
110347
Registered since
July 31, 1998
Website
www.knightsb.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI80.76%
  • Pension & Profit Sharing Plans5.94%
  • Individuals4.97%
  • Corporations / Businesses4.97%
  • Pooled Investment Vehicles2.79%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Knightsbridge Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 1998. The firm acts as a capital allocator for both individual and institutional clients, offering financial planning and discretionary portfolio management across individuals, pooled vehicles and business or institutional accounts. Advisory services include selection of other advisers and management/sponsorship roles in pooled investment vehicles; the firm lists Sponsor, general partner and managing member among its industry affiliations. Compensation is a mix of percentage-of-AUM and performance-based fees. Knightsbridge does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 15%, Private Funds 14%, Cash & Cash Equivalents 5%, US Government Bonds 2%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds15%
  • Private Funds14%
  • Cash & Cash Equivalents5%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Teresa Wagner

    Teresa Wagner

    Chief Operating Officer & Chief Compliance OfficerCRD 5139615

Contacts

3 of 9
  • Miles Yourman

    Miles Yourman

    PrincipalCRD 5173072

  • Jeffrey Vieth

    Jeffrey Vieth

    Senior ConsultantCRD 454690

  • Kurt Beimfohr

    Kurt Beimfohr

    PrincipalCRD 6050202

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$406M in ETFs

Passive

71%

$288M

Active

13%

$119M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$58.6M1,163,72114.42%
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Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
450 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth