KINGSBRIDGE WEALTH MANAGEMENT, INC.
Latest filing: May 16, 2025 (119 days ago)
AUM
$489,259,419
8% change vs. 1 year ago
55% change vs. 3 years ago
113% change vs. 5 years ago
212% change vs. 10 years ago
Employee Count
8
60% change vs. 1 year ago
33% change vs. 3 years ago
33% change vs. 5 years ago
100% change vs. 10 years ago
Main Office
LAS VEGAS, NV
1140 N. TOWN CENTER DRIVE, LAS VEGAS, NV, UNITED STATES, 89144
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.3 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 33 | $0.2 |
| Average HNW AUM | $5,580,299 | |
| Retail Total | 33 | $0.2 |
| Average Retail AUM | $5,607,588 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.2 |
| INTERACTIVE BROKERS LLC | ST. LOUIS-MO-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 36% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 6% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 54% | $0.1 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| KINGSBRIDGE PARTNERS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
14 active
| Name | Title |
|---|---|
| DUNN, DAVID, JAMES | PRESIDENT, TRUSTEE |
| DUNN, KERRI, LYNN | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, TRUSTEE |
| ORTON, MARTIN, TICO | SR. VICE PRESIDENT |
| HOLZMAN, JESSICA, B. | TRUSTEE |
| HOLZMAN, EDWARD, MICHAEL | TRUSTEE |
| KNOX, GINA | TRUSTEE |
| HALL, DONALD, EDWIN | TRUSTEE |
ADVDB.CO • SOURCE: SEC
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MARTIN ORTON | LAS VEGAS | NV | S63|1996-08-26|S65|1997-05-02 | ||||||
| DAVID DUNN | LAS VEGAS | NV | S63|1994-07-19|S65|1994-12-14 | ||||||
| KERRI DUNN | LAS VEGAS | NV | S65|2013-09-23 | ||||||
| GREGORY LINTON | LAS VEGAS | NV | S65|2021-07-26 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.5 | $0.0 | 0% | 8 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.0 | 8% | 5 | 3 | 60% |
| 2023-04-04 | $0.3 | $0.2 | 59% | 4 | 4 | 100% |
| 2022-04-01 | $0.3 | $0.2 | 55% | 6 | 2 | 33% |
| 2021-04-05 | $0.3 | $0.2 | 74% | 6 | 2 | 33% |
| 2020-04-01 | $0.2 | $0.3 | 113% | 6 | 2 | 33% |
| 2019-04-01 | $0.2 | $0.3 | 140% | 6 | 2 | 33% |
| 2018-04-02 | $0.2 | $0.3 | 162% | 6 | 2 | 33% |
| 2017-04-01 | $0.2 | $0.3 | 212% | 4 | 4 | 100% |
| 2016-04-01 | $0.1 | $0.4 | 261% | 3 | 5 | 167% |
| 2015-04-01 | $0.2 | $0.3 | 212% | 4 | 4 | 100% |
| 2014-04-01 | $0.1 | $0.4 | 272% | 3 | 5 | 167% |
| 2013-04-01 | $0.1 | $0.4 | 340% | 4 | 4 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NV, CA-10/01/2012, NV-10/01/2012, TX-05/16/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV