Fee-only adviser · Las Vegas, NV
Kingsbridge Wealth Management, Inc.
Kingsbridge Wealth Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Las Vegas, Nevada. On its latest Form ADV, filed March 10, 2026, it reports $469M in regulatory assets under management, 50 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 165560 · SEC file 801-77197 |
| Office | 1140 N. Town Center Drive Suite 265 Las Vegas, NV 89144 |
| Phone | (702) 947-5160 |
| Website | www.kingsbridgewm.us.com |
| Regulatory assets under management | $469M |
| Individual clients | 5 non-high-net-worth, 45 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Las Vegas
- Black Card Circle $98M
- The Investment Counsel Company $2.2B
- Whalen Financial $223M
- Buckley Wealth $644M
- Adaptive Wealth Engineering $214M
- Pandora Wealth, Inc. $285M
See all 32 fee-only advisers in Las Vegas →
Nearby
- Henderson 11 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Kingsbridge Wealth Management, Inc.? Update this listing.