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David James Dunn

PresidentKingsbridge Wealth Management, Inc.CRD 2514757

About David James Dunn

David James Dunn is listed as President at Kingsbridge Wealth Management, Inc. in Las Vegas, NV. Form ADV reports a beneficial ownership band of Under 5%. David James Dunn is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Kingsbridge Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David James Dunn work?

David James Dunn is listed as President at Kingsbridge Wealth Management, Inc. on SEC Form ADV.

How much of Kingsbridge Wealth Management, Inc. does David James Dunn own?

Form ADV reports a beneficial ownership band of Under 5%.

Kingsbridge Wealth Management, Inc.

TitlePresident
OwnershipUnder 5%
Control personYes
Since2012
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Kingsbridge Investment Partners LLC

TitlePresident/Member
OwnershipUnder 5%
Control personYes
Since2025
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Kingsbridge Wealth Management, Inc.

TitleTrustee
Ownership50-75%
Control personYes
Since2018
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Kingsbridge Investment Partners LLC

TitleTrustee
Ownership50-75%
Control personYes
Since2018
View Kingsbridge Investment Partners LLC →