JACKSONVILLE BEACH, FLCRD 149019Latest ADV April 22, 2026
Lionsbridge Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jacksonville Beach, FL. Its latest Form ADV filing, dated April 22, 2026, reports $122M in regulatory assets under management, 3 employees, 3 offices, and 189 accounts.
Assets Under Management
$122M
Employees
3
Offices
3 offices
Total Clients
68
Primary office
JACKSONVILLE BEACH, FL
1514 ROBERTS DRIVE, JACKSONVILLE BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.3% of total clients.
Top client categories% of clientsClients
1
HNWI
60.3%
41
2
Individuals
39.7%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122Mas of April 22, 2026
Discretionary100.0%
$122M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$122M
Total Accounts189
10Y AUM Change+$16M (+14.8%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee23:1
10Y Employee Change-1 (-25.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2018. Charts show the most recent available filing segment under this CRD.
* 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.