Natural Bridges Financial Advisors
Natural Bridges Financial Advisors is an SEC-registered ria in Santa Cruz, CA with $155.8M assets under management (AUM, regulatory AUM), +47% over one year. See who owns Natural Bridges Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148056, SEC 801-132940, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $155.8M (2026-06-10)
- Firm type
- Ria
- Location
- Santa Cruz, CA
- Employees
- 3
- Clients
- 80
- CRD
- 148056
- Ownership
- Brown, Sarah, Russell; WENTZIEN, CHRISTOPHER, LEWIS
How much AUM does Natural Bridges Financial Advisors have?
Natural Bridges Financial Advisors reported $155.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Natural Bridges Financial Advisors?
Disclosed owners and executives of Natural Bridges Financial Advisors include Brown, Sarah, Russell, WENTZIEN, CHRISTOPHER, LEWIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.