Fee-only adviser · Jacksonville Beach, FL
Lionsbridge Wealth Management LLC
Lionsbridge Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Jacksonville Beach, Florida. On its latest Form ADV, filed July 17, 2026, it reports $122M in regulatory assets under management, 68 individual clients and 2 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 | 149019 · SEC file 801-113258 |
| Office | 1514 Roberts Drive Jacksonville Beach, FL 32250 |
| Phone | (904) 897-0390 |
| Website | www.lbwm.net |
| Regulatory assets under management | $122M |
| Individual clients | 27 non-high-net-worth, 41 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 17, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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 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 Jacksonville Beach
- Strivus Wealth Partners LLC $159M
- Fortress Wealth Planning $794M
- Mooney Financial $92M
- Standfast Asset Management, LLC $101M
- Flood Tide Financial LLC $4.8M
- Palm Valley Capital Management $282M
See all 7 fee-only advisers in Jacksonville Beach →
Nearby
- Neptune Beach 1 firm
- Jacksonville 30 firms
- Ponte Vedra 3 firms
- Ponte Vedra Beach 16 firms
- Saint Johns 1 firm
- Fleming Island 1 firm
- Fernandina Beach 1 firm
- St. Augustine 4 firms
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