← Back to searchVisit website
KNIGHTSBRIDGE WEALTH MANAGEMENT
KNIGHTSBRIDGE ASSET MANAGEMENT LLC
CRD 110347 · SEC 801-55731
450 NEWPORT CENTER DR, SUITE 630, NEWPORT BEACH, CA, 92660, United States
Phone
949-644-4444
Fax
949-717-5030
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.12B
Discretionary AUM
$1.03B
Team
13 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 184 | $55.6M |
| High net worth individuals | 333 | $903.3M |
| Pooled investment vehicles | 1 | $31.2M |
| Pension/profit sharing plans | 18 | $66.4M |
| Charitable organizations | 1 | $6.4M |
| Corporations/business entities | 9 | $55.5M |
States served
AZ, CA, CO, ID, MD, NV, NY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD