CRD: 165560
Kingsbridge Wealth Management, Inc.
$469.3M Total AUM
$469.3M Disc. AUM
-- 3Y CAGR
8 Employees
52 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2012
- Office Locations
- 4
Office Locations
1140 N. Town Center Drive Suite 265 LAS Vegas NV
1200 Newport Center Drive Newport Beach CA
1400 Newport Center DR Suite 280 Newport Beach CA
About Kingsbridge Wealth Management, Inc.
Kingsbridge Wealth Management, Inc. is a LAS Vegas-based RIA with 4 offices. The firm has been operating for 13 years. Managing $469.3M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
48 AVG AGE
$117.3M AVG AUM / ADVISOR
$9.0M AVG AUM / CLIENT
8.4 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Meridian atlas North pioneer Delta Eagle crest
Client Personas
Pathway beacon
Investment Themes
Matrix foundation Horizon peak
Investment Vehicles
North Insight unison Value
Services
North harbor Meridian Capital horizon Atlas element Quantum Alpha
Owner & Executives
DAVID JAMES DUNN
President
- CRD
- #2514757
- Ownership
- Less than 5%
(758) 581-9430
eagle.capital@glaciercapital.com
in linkedin.com/in/catalyst-crest
KERRI LYNN DUNN
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #5516468
- Ownership
- Less than 5%
(593) 803-6390
meridian.ridge@pioneercapital.com
in linkedin.com/in/glacier-vector
V
Value radial
Crest peak insight
- CRD
- #32497
- Ownership
- 15.2%
(948) 975-1373
legacy.alpha@meridiancapital.com
in linkedin.com/in/horizon-frontier
Showing 2 of 3 owners & executives
Unlock allContacts
E
Evelyn Foo
--
- CRD
- #7794795
(344) 223-2512
capital.frontier@primecapital.com
in linkedin.com/in/north-ember
MICHAEL DANIEL IMMERMAN
--
- CRD
- #7495738
(507) 408-2233
oak.vertex@valuecapital.com
in linkedin.com/in/quantum-element
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $469,323,035 | $9,025,443 |
| Non-Discretionary | $0 | -- |
| Total | $469,323,035 | $9,025,443 |
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Separately Managed Accounts
Total SMA Asset: $469,323,035
Private Funds:
35.7% Equity - Exchange:
10.8% Municipal Bonds:
8.2% Cash:
18.9% Corporate - Investment Grade:
10.7% U.S. Government/Agency:
15.7% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,086,408,282 | 35.7% |
| Equity - Exchange | $328,661,329 | 10.8% |
| Municipal Bonds | $249,539,157 | 8.2% |
| Cash | $575,157,326 | 18.9% |
| Corporate - Investment Grade | $325,618,168 | 10.7% |
| U.S. Government/Agency | $477,776,191 | 15.7% |
| Total | $3,043,160,453 | 100.0% |