Kingsbridge Wealth Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 165560
- SEC number
- 801-77197
- Firm type
- RIA
- Assets under management
- $469.3M as of Mar 10, 2026
- Website
- www.kingsbridgewm.us.com ↗
- Phone
- 702-947-5160
- Address
- 1140 N. Town Center Drive, Las Vegas, NV, 89144
Advisors at this firm
5 in our index · page 1 of 1
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David James DunnCRD 2514757 · Las Vegas, NVIA Registered
-
Kerri Lynn DunnCRD 5516468 · Las Vegas, NVIA Registered
-
Evelyn FooCRD 7794795 · Newport Beach, CAIA Registered
-
Michael Daniel ImmermanCRD 7495738 · Newport Beach, CAIA RegisteredRegistration inactive
-
Martin Tico OrtonCRD 2785924 · Fullerton, CAIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 165560 ↗
FINRA BrokerCheck record for firm CRD 165560 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.