Kingsbridge Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 10, 2026, reports $469M in regulatory assets under management, 8 employees, 1 office, and 52 accounts.
Assets Under Management
$469M
Employees
8
Offices
1 office
Total Clients
52
Primary office
LAS VEGAS, NV
1140 N. TOWN CENTER DRIVE, SUITE 265, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.5% of total clients.
Top client categories% of clientsClients
1
HNWI
86.5%
45
2
Individuals
9.6%
5
3
Charitable
3.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$469Mas of March 10, 2026
Discretionary100.0%
$469M
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.
Latest AUM$469M
Total Accounts52
10Y AUM Change+$313M (+199.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee7:1
10Y Employee Change+4 (+100.0%)
* 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.