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).
Total Assets Under Management135MILLION
Total Number of Accounts194ACCOUNTS
Average Account Value$698,370
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, NV, TX
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.
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.
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.