Kingsbridge Wealth Management, Inc.
Kingsbridge Wealth Management, Inc. is an SEC-registered wealth manager in Las Vegas, NV with $469.3M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Kingsbridge Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165560, SEC 801-77197, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $469.3M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Las Vegas, NV
- Employees
- 8
- Clients
- 52
- CRD
- 165560
- Ownership
- ORTON, MARTIN, TICO; KNOX 2009 INVESTMENT TRUST, FBO EDWARD M. HOLZMAN; HALL FAMILY TRUST; KNOX 2009 INVESTMENT TRUST, FBO JESSICA B. HOLZMANN; DUNN, DAVID, JAMES
How much AUM does Kingsbridge Wealth Management, Inc. have?
Kingsbridge Wealth Management, Inc. reported $469.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Kingsbridge Wealth Management, Inc.?
Disclosed owners and executives of Kingsbridge Wealth Management, Inc. include ORTON, MARTIN, TICO, KNOX 2009 INVESTMENT TRUST, FBO EDWARD M. HOLZMAN, HALL FAMILY TRUST, KNOX 2009 INVESTMENT TRUST, FBO JESSICA B. HOLZMANN, DUNN, DAVID, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.