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Lionsbridge Wealth Management LLC

● SEC registered since 2018CRD 149019SEC# 801-113258Jacksonville Beach, FL
Export (members)
Reg. AUM
$132.3M
Employees
3
Accounts
166
Location
Jacksonville Beach, FL

Lionsbridge Wealth Management LLC assets under management

Lionsbridge Wealth Management LLC is a registered investment adviser overseen by the SEC based in Jacksonville Beach, FL. The firm has been registered since 2018. It reports $132.3 million in regulatory assets under management and employs 3 people.

Lionsbridge Wealth Management LLC owners & executives

6 reported
NameTitleOwnershipSince
Bradley Bryan Ridinger ControlManaging MemberUnder 5%2008
Carolyn Renee Ham ControlChief Compliance Officer & Managing MemberUnder 5%2008
Lionsbridge Capital Holdings, LLCParent CompanyOver 75%2008
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Frequently asked questions

How much does Lionsbridge Wealth Management LLC manage?

Lionsbridge Wealth Management LLC reports $132.3 million in regulatory assets under management on its Form ADV.

How many employees does Lionsbridge Wealth Management LLC have?

Lionsbridge Wealth Management LLC reports 3 employees.

Where is Lionsbridge Wealth Management LLC located?

Lionsbridge Wealth Management LLC is based in Jacksonville Beach, FL and has been SEC-registered since 2018.

Does Lionsbridge Wealth Management LLC disclose fund performance?

Lionsbridge Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1514 Roberts Drive, Jacksonville Beach, FL 32250
Phone904-897-0390
Fax904-485-8456
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1800533
Discloses disciplinary historyYes

Assets under management

Discretionary$132.3M
Non-discretionary$0
Total (RAUM)$132.3M