Natural Bridges Financial Advisors LLC
● SEC registered since 2025CRD 148056SEC# 801-132940Santa Cruz, CA
Reg. AUM
$155.8M
Employees
3
Accounts
319
Location
Santa Cruz, CA
Natural Bridges Financial Advisors LLC assets under management
Natural Bridges Financial Advisors LLC is an SEC-registered investment adviser based in Santa Cruz, CA. The firm has been registered since 2025. It reports $155.8 million in regulatory assets under management and employs 3 people.
Natural Bridges Financial Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Lewis Wentzien Control | Principal / Managing Member | Over 75% | 2008 |
| Sarah Russell Brown Control | Partner / Chief Compliance Officer | 10-25% | 2026 |
Frequently asked questions
How much does Natural Bridges Financial Advisors LLC manage?
Natural Bridges Financial Advisors LLC reports $155.8 million in regulatory assets under management on its Form ADV.
How many employees does Natural Bridges Financial Advisors LLC have?
Natural Bridges Financial Advisors LLC reports 3 employees.
Where is Natural Bridges Financial Advisors LLC located?
Natural Bridges Financial Advisors LLC is based in Santa Cruz, CA and has been SEC-registered since 2025.
Does Natural Bridges Financial Advisors LLC disclose fund performance?
Natural Bridges Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 627 Center Street, Santa Cruz, CA 95060 |
| Phone | 831-421-0700 |
| Fax | 831-421-0700 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155.8M▲ 47%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$155.8Mregulatory AUM
Discretionary $155.8M