RIA Intel›Advisers›Florida›LIONSBRIDGE WEALTH MANAGEMENT LLC

LIONSBRIDGE WEALTH MANAGEMENT LLC

Advisory

N·JACKSONVILLE BEACH, FL

Data as of Jul 17, 2026 · Source: SEC Form ADV

Total AUM
$122M
1-Year AUM Growth
+7.3%
3-Year CAGR
+1.0%
Employees
2
Assets Under Management
Total AUM$122M
Discretionary AUM$122M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients68
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record23
First FilingDec 3, 2008
Latest FilingJul 17, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 18+ 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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