KINGSBRIDGE WEALTH MANAGEMENT, INC.

1140 N. Town Center Drive
Suite 340
Las Vegas, Nevada 89144
Tel: 702-947-5160

About KINGSBRIDGE WEALTH MANAGEMENT, INC.

KINGSBRIDGE WEALTH MANAGEMENT, INC, formally registered with the SEC as KINGSBRIDGE WEALTH MANAGEMENT, INC. The firm was established in 10/01/2012. They have over 2 offices throughout the country.

KINGSBRIDGE WEALTH MANAGEMENT, INC. is a Las Vegas, Nevada based Financial Planning firm with nearly $308,294,361 assets under management, offering retirement planning & investment advisory services to 240 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165560
SEC#	801-77197
Assets Managed by Firm	$308,294,361
No. of Clients	240
No. of Advisors	4

Fee Structure

A Percentage of AUM
Performance Based
Other(PROJECT ADMINISTRATION FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	240	$308,294,361
Individuals (other than high net worth individuals)	6	$1,345,861
High net worth individuals	32	$146,623,470
Charitable organizations	Fewer than 5 clients	$26,410,954

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