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Natural Bridges Financial Advisors LLC

● SEC registered since 2025CRD 148056SEC# 801-132940Santa Cruz, CA
Export (members)
Reg. AUM
$106.3M
Employees
3
Accounts
249
Location
Santa Cruz, CA

Natural Bridges Financial Advisors LLC assets under management

Natural Bridges Financial Advisors LLC is an SEC-registered investment adviser based in Santa Cruz, CA. The firm has been registered since 2025. It reports $106.3 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/chris-wentzien-cpa-pfs-cfp%c2%ae-mba-7109192View on SEC.gov ↗

Natural Bridges Financial Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Christopher Lewis Wentzien ControlPrincipal/CcoOver 75%2008

Frequently asked questions

How much does Natural Bridges Financial Advisors LLC manage?

Natural Bridges Financial Advisors LLC reports $106.3 million in regulatory assets under management on its Form ADV.

How many employees does Natural Bridges Financial Advisors LLC have?

Natural Bridges Financial Advisors LLC reports 3 employees.

Where is Natural Bridges Financial Advisors LLC located?

Natural Bridges Financial Advisors LLC is based in Santa Cruz, CA and has been SEC-registered since 2025.

Does Natural Bridges Financial Advisors LLC disclose fund performance?

Natural Bridges Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address627 Center Street, Santa Cruz, CA 95060
Phone831-421-0700
Fax831-421-0700
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106.3M
Non-discretionary$0
Total (RAUM)$106.3M