Kingsbridge Wealth Management, Inc.

Kingsbridge Wealth Management, Inc. (CRD# 165560) is a financial advisory firm headquartered in Las Vegas, NV. They manage $135,483,873 in 194 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $698,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NV, TX

Financial Advisors at Kingsbridge Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David J. Dunn
CRD#: 2514757
1140 N. Town Center Drive, Suite 340, Las Vegas, NV 89144
100
Wealthminder
score

David Dunn (CRD# 2514757) is an the President and Chief Wealth Startegist at Kingsbridge Wealth Management, Inc.  Kingsbridge Wealth Management is a multi-family office that works with a select number of ultra high net worth families to manage the complexities that come with being an owner of significant wealth.

2
Martin T. Orton
CRD#: 2785924
1440 Harbor Blvd., Suite 911, Fullerton, CA 92835
93
Wealthminder
score

Martin Orton (CRD# 2785924) is an Investment Advisor Representative working at Kingsbridge Wealth Management, Inc. in Fullerton, CA and has over 20 years of experience in the finance industry.

3
Kerri L. Dunn
CRD#: 5516468
1140 N. Town Center Drive, Suite 340, Las Vegas, NV 89144
89
Wealthminder
score

Kerri Dunn (CRD# 5516468) is an Investment Advisor Representative working at Kingsbridge Wealth Management, Inc. in Las Vegas, NV and has over 3 years of experience in the finance industry.

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