NATURAL BRIDGES FINANCIAL ADVISORS
Firm details
- Headquarters
- SANTA CRUZ, California
- CRD number
- 148056
- Registered since
- June 6, 2025
- Website
- naturalbridgesfa.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI98.2%
- Individuals1.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Natural Bridges Financial Advisors is an independent, LLC-structured registered investment adviser that registered with the SEC in 2025 and is owned by an individual. The firm focuses on serving individual and family clients through fixed-fee financial planning and discretionary portfolio management, with an explicit emphasis on individuals and small businesses. Natural Bridges does not position itself as a capital allocator and does not report active ESG investing or pension consulting capabilities. The adviser is not registered as a multi-state practice.
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
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents9%
- Exchange Traded Equities3%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Contacts
3 of 3Anabel Diaz-Garcia
Senior Associate Wealth AdvisorCRD 7375304
Sarah Brown
Financial PlannerCRD 7622830
CHRISTOPHER WENTZIEN
PresidentCRD 4836951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA CRUZ, CA
SANTA CRUZ
Location
SANTA CRUZ, CA
Headquartered in SANTA CRUZ, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CRUZ
- Address
- 627 Center St
- Time zone
- PT (UTC-8)
- Office locations
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