Lionsbridge Wealth Management LLC
Lionsbridge Wealth Management LLC is an SEC-registered wealth manager in Jacksonville Beach, FL with $122.4M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Lionsbridge Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149019, SEC 801-113258, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $122.4M (2026-04-22)
- Firm type
- Wealth Manager
- Location
- Jacksonville Beach, FL
- Employees
- 3
- Clients
- 68
- CRD
- 149019
- Ownership
- HAM, CAROLYN, RENEE; RIDINGER, BRADLEY, BRYAN; LIONSBRIDGE ASSET MANAGEMENT, LLC; ZANGHETTI, RICHARD, RAYMOND; LIONSBRIDGE CAPITAL HOLDINGS, LLC
How much AUM does Lionsbridge Wealth Management LLC have?
Lionsbridge Wealth Management LLC reported $122.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Lionsbridge Wealth Management LLC?
Disclosed owners and executives of Lionsbridge Wealth Management LLC include HAM, CAROLYN, RENEE, RIDINGER, BRADLEY, BRYAN, LIONSBRIDGE ASSET MANAGEMENT, LLC, ZANGHETTI, RICHARD, RAYMOND, LIONSBRIDGE CAPITAL HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.