CRD: 148056
Natural Bridges Financial Advisors
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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2016
- Office Locations
- 1
Office Locations
About Natural Bridges Financial Advisors
Natural Bridges Financial Advisors is an independent, fee-only fiduciary planning firm in Santa Cruz, CA serving households on an ongoing retainer. The team pairs comprehensive planning with in-house tax preparation and tax-aware portfolio management (asset allocation, harvesting, Roth conversions, stock-comp analysis), plus retirement and insurance/estate reviews, backed by commission-free specialist referrals including Medicare and long-term care.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
CHRISTOPHER LEWIS WENTZIEN
Managing Member, President, PRINCIPAL
- CRD
- #4836951
- Ownership
- 75% or more
Sarah Russell Brown
Chief Compliance Officer, Financial Planner, PARTNER
- CRD
- #7622830
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Anabel Diaz-Garcia
--
- CRD
- #7375304
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,788,020 | $488,364 |
| Non-Discretionary | $0 | -- |
| Total | $155,788,020 | $488,364 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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