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 $453,101,460 assets under management, offering retirement planning & investment advisory services to 217 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165560
SEC#	801-77197
Assets Managed by Firm	$453,101,460
No. of Clients	217
No. of Advisors	5

Fee Structure

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

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	217	$453,101,460
Individuals (other than high net worth individuals)	3	$969,863
High net worth individuals	34	$163,401,744
Charitable organizations	Fewer than 5 clients	$30,383,804

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