LIONSBRIDGE WEALTH MANAGEMENT LLC

1514 Roberts Drive
Jacksonville Beach, Florida 32250
Tel: 904-897-0390

About LIONSBRIDGE WEALTH MANAGEMENT LLC

LIONSBRIDGE WEALTH MANAGEMENT LLC, formally registered with the SEC as LIONSBRIDGE WEALTH MANAGEMENT LLC. The firm was established in 05/21/2018. They have over 4 offices throughout the country.

LIONSBRIDGE WEALTH MANAGEMENT LLC is a Jacksonville Beach, Florida based Financial Planning firm with nearly $132,260,621 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149019
SEC#	801-113258
Assets Managed by Firm	$132,260,621
No. of Clients	166
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	166	$132,260,621
Individuals (other than high net worth individuals)	32	$13,578,125
High net worth individuals	36	$118,682,496

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