Lionsbridge Wealth Management LLC
Firm details
- Headquarters
- Jacksonville Beach, Florida
- CRD number
- 149019
- Registered since
- May 21, 2018
- Website
- lbwm.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.61%
- Individuals10.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lionsbridge Wealth Management LLC is an independent, SEC-registered registered investment adviser that began filing in 2018 and operates as an LLC. The firm serves individual and family clients (including small-business owners) with fee-based portfolio management charged as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses. Lionsbridge is not positioned as a capital allocator or pension consultant, it does not self-identify as an active ESG investor, and it is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Carolyn Ham
Chief Operating OfficerCRD 2601189
Bradley Ridinger
Chief Investment OfficerCRD 4351074
Contacts
1 of 1
Richard Zanghetti
Managing DirectorCRD 1568357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$102M in ETFs
60%
$60.5M
31%
$41.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $6.4M | 69,879 | 6.29% |
Location
Jacksonville Beach, FL
Duval
Location
Jacksonville Beach, FL
Headquartered in Jacksonville Beach, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 1514 Roberts Dr
- Time zone
- ET (UTC-5)
- Office locations
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