KINGSBRIDGE WEALTH MANAGEMENT, INC.

LAS VEGAS, Nevada·6 registered advisors·CRD# 165560
SEC# 801-771971702-947-5160
01

Firm Overview

AUM
$453M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
Other: PROJECT ADMINISTRATION FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at KINGSBRIDGE WEALTH MANAGEMENT, INC.

6 registered advisors
David James Dunn
LAS VEGAS, Nevada
Edward Michael Holzman
LAS VEGAS, Nevada
Gina Knox
LAS VEGAS, Nevada
Jessica B. Holzman
LAS VEGAS, Nevada
Kerri Lynn Dunn
LAS VEGAS, Nevada
Martin Tico Orton
LAS VEGAS, Nevada
05

Office Locations

LAS VEGAS, Nevada
6 advisors

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Data sourced from SEC Form ADV filings. KINGSBRIDGE WEALTH MANAGEMENT, INC. (CRD# 165560) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.