Kingsbridge Wealth Management, Inc.
Kingsbridge Wealth Management, Inc. (CRD# 165560) is a financial advisory firm headquartered in Las Vegas, NV. They manage $453,101,460 in 217 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management453MILLION
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Total Number of Accounts217ACCOUNTS
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Average Account Value$2,088,025
- A percentage of assets under your management
- Performance-based fees
- Other
- 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)
CA, 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.
Kerri Dunn (CRD# 5516468) is an Investment Advisor Representative working at Kingsbridge Wealth Management, Inc. in Las Vegas, NV and has over 10 years of experience in the finance industry.
Martin Orton (CRD# 2785924) is an Investment Advisor Representative working at Kingsbridge Wealth Management, Inc. in Las Vegas, NV and has over 27 years of experience in the finance industry.
Gregory Linton (CRD# 7488788) is an Investment Advisor Representative working at Kingsbridge Wealth Management, Inc. in Las Vegas, NV and has over 2 years of experience in the finance industry.