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Kingsbridge Wealth Management, Inc.

Headquartered in LAS VEGAS, NV

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Firm Information

Kingsbridge Wealth Management, Inc. is an investment advisor based in Las Vegas, Nevada. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Kingsbridge Wealth Management, Inc. manages over $453 million in assets for 217 clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm is registered with the SEC and has 4 investment advisor representatives.

Kingsbridge Wealth Management, Inc.

1140 N. TOWN CENTER DRIVE

LAS VEGAS, NV 89144

$453.10M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Project administration fees

Branch Locations (2)

KINGSBRIDGE WEALTH MANAGEMENT, INC. has a total of 2 branch locations across the country.
location

LAS VEGAS, NV

location

Fullerton, CA

Advisors at Kingsbridge Wealth Management, Inc.

View All 4 Advisors
Unclaimed
David James Dunn

RA

LAS VEGAS, NV

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Unclaimed
Gregory David Linton

RA

LAS VEGAS, NV

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Unclaimed
Kerri Lynn Dunn

RA

LAS VEGAS, NV

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Unclaimed
Martin Tico Orton

RA

LAS VEGAS, NV

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Disclosures

There are no public disclosures for Kingsbridge Wealth Management, Inc..

Frequently Asked Questions (13)

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