David James Dunn
PresidentKingsbridge Wealth Management, Inc.CRD 2514757
About David James Dunn
David James Dunn is listed as President at Kingsbridge Wealth Management, Inc. in Las Vegas, NV. Form ADV reports a beneficial ownership band of Under 5%. David James Dunn is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Kingsbridge Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David James Dunn work?
David James Dunn is listed as President at Kingsbridge Wealth Management, Inc. on SEC Form ADV.
How much of Kingsbridge Wealth Management, Inc. does David James Dunn own?
Form ADV reports a beneficial ownership band of Under 5%.
Kingsbridge Wealth Management, Inc.
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2012 |
Kingsbridge Investment Partners LLC
| Title | President/Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Kingsbridge Wealth Management, Inc.
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |
Kingsbridge Investment Partners LLC
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |