Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Las Vegas, NV, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$230,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
215
Avg Client Age
50
Overview

Kingsbridge Wealth Management is a multi-family office that provides full stack financial infrastructure to ultra-high net worth families. Our target client family has between $20 million and $100 million in liquid assets and requires financial infrastructure to facilitate wealth structuring, investment management, cash flow and expense planning, wealth transfer and tax planning. Our team of professionals hold the following professional designations, Certified Investment Management Analyst (CIMA), Certified Private Wealth Adviser (CPWA), Certificated Public Accountant (CPA), Certified Financial Planner (CFP).

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