Kingsbridge Wealth Management, Inc.
● SEC registered since 2012CRD 165560SEC# 801-77197Las Vegas, NV
Reg. AUM
$469.3M
Employees
8
Accounts
52
Location
Las Vegas, NV
Kingsbridge Wealth Management, Inc. assets under management
Kingsbridge Wealth Management, Inc. is an SEC-registered investment adviser based in Las Vegas, NV. The firm has been registered since 2012. It reports $469.3 million in regulatory assets under management and employs 8 people.
Kingsbridge Wealth Management, Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Dunn Control | President | Under 5% | 2012 |
| Dunn Family Trust Control | Owner | 50-75% | 2018 |
| Gina Knox Separately Held Property Trust | Shareholder | 10-25% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Kingsbridge Wealth Management, Inc. manage?
Kingsbridge Wealth Management, Inc. reports $469.3 million in regulatory assets under management on its Form ADV.
How many employees does Kingsbridge Wealth Management, Inc. have?
Kingsbridge Wealth Management, Inc. reports 8 employees.
Where is Kingsbridge Wealth Management, Inc. located?
Kingsbridge Wealth Management, Inc. is based in Las Vegas, NV and has been SEC-registered since 2012.
Does Kingsbridge Wealth Management, Inc. disclose fund performance?
Kingsbridge Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1140 N. Town Center Drive, Suite 265, Las Vegas, NV 89144 |
| Phone | 702-947-5160 |
| Office hours | 9:00 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$469.3M▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$469.3Mregulatory AUM
Discretionary $469.3M