Firm profile

KNIGHTSBRIDGE WEALTH MANAGEMENT

NEWPORT BEACH, CACRD 110347Latest ADV March 31, 2026

Knightsbridge Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.1B in regulatory assets under management, 13 employees, and 1,391 accounts.

Assets Under Management
$1.1B
Employees
13
Offices
--
Total Clients
546
Primary office
NEWPORT BEACH, CA
450 NEWPORT CENTER DR, SUITE 630, NEWPORT BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOTeresa A. Wagner
COOTeresa A. Wagner
CIOJohn G. Prichard

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 61.0% of total clients.
Top client categories% of clientsClients
1
HNWI
61.0%
333
2
Individuals
33.7%
184
3
Pension Plans
3.3%
18
4
Corporations
1.6%
9
5
Pooled Investment Vehicles
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 31, 2026
Discretionary92.1%
$1.0B
92% of total RAUM92.1%
Non-discretionary7.9%
$88M
8% of total RAUM7.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.1B
Total Accounts1,391
10Y AUM Change+$947M (+553.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee42:1
10Y Employee Change+9 (+225.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.