RIA Intel›Advisers›Nevada›KINGSBRIDGE WEALTH MANAGEMENT, INC.

KINGSBRIDGE WEALTH MANAGEMENT, INC.

Advisory

N·LAS VEGAS, NV

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM
$469M
1-Year AUM Growth
+47.0%
3-Year CAGR
+14.6%
Employees
4
Assets Under Management
Total AUM$469M
Discretionary AUM$469M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees4
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingSep 25, 2012
Latest FilingMar 10, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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