| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Dunn Control | President | Under 5% | 2012 |
| Dunn Family Trust Control | Owner | 50-75% | 2018 |
| Gina Knox Separately Held Property Trust | Shareholder | 10-25% | 2018 |
Kingsbridge Wealth Management, Inc. reports $380 million in regulatory assets under management on its Form ADV.
Kingsbridge Wealth Management, Inc. reports 7 employees.
Kingsbridge Wealth Management, Inc. is based in Las Vegas, NV and has been SEC-registered since 2012.
Kingsbridge Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1140 N. Town Center Drive, Suite 265, Las Vegas, NV 89144 |
| Phone | 702-947-5160 |
| Office hours | 9:00 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $380M |
| Non-discretionary | $0 |
| Total (RAUM) | $380M |