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KINGSBRIDGE WEALTH MANAGEMENT, INC.
CRD 165560 · SEC 801-77197
1140 N. TOWN CENTER DRIVE, SUITE 265, LAS VEGAS, NV, 89144, United States
Phone
702-947-5160
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$469.3M
Discretionary AUM
$469.3M
Team
8 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; PROJECT ADMINISTRATION FEES
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $642K |
| High net worth individuals | 45 | $439.2M |
| Charitable organizations | 2 | $29.5M |
States served
CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD