CRD: 148056
Natural Bridges Financial Advisors
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Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 7, 2025 and June 10, 2026, reported AUM increased 46.5%, from $106.3M to $155.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 87 clients, or 29 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on June 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Financial Planner
- 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
SMA allocation detail is available
Natural Bridges Financial Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.