Hedge Fund
    SEC Registered
    Manages Private Funds

    Kingsbridge Wealth Management, Inc.

    Registered investment advisor · Las Vegas, Nevada · CRD #165560

    Assets Under Management
    $469M
    Client Accounts
    52
    Employees
    8
    CRD Number
    165560
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Interactive Brokers Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Kingsbridge Wealth Management, Inc.

    Kingsbridge Wealth Management, Inc. is a multi-family office and investment advisory firm based in Las Vegas, Nevada, offering personalized investment advice and wealth management services since 2009. They provide objective perspectives and customized solutions to help clients make informed decisions.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Kingsbridge Wealth Management, Inc.'s AUM?

    Kingsbridge Wealth Management, Inc. reports approximately $469M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Kingsbridge Wealth Management, Inc. headquartered?

    Kingsbridge Wealth Management, Inc. is headquartered in Las Vegas, Nevada.

    What is Kingsbridge Wealth Management, Inc.'s CRD number?

    Kingsbridge Wealth Management, Inc.'s CRD number is 165560. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Kingsbridge Wealth Management, Inc. manage?

    Kingsbridge Wealth Management, Inc. manages approximately 52 client accounts according to its latest SEC filing.

    Is Kingsbridge Wealth Management, Inc. SEC registered?

    Yes, Kingsbridge Wealth Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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