Kingsbridge Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Kingsbridge Wealth Management reports 52 clients. They include 45 high-net-worth individuals, 5 individual clients and 2 charitable organizations. Of its assets, 100.0% ($469M across 52 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 10% | <1% |
| High-net-worth individuals | 87% | 94% |
| Charitable organizations | 4% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5 | $642K | 0.1% | $128K |
| High-net-worth individuals | 45 | $439M | 93.6% | $9.76M |
| Charitable organizations | Fewer than 5 | $29.5M | 6.3% | $14.7M |
| Total | 52 | $469M | 100% | — |
- Clients
- 5
- Regulatory AUM
- $642K
- AUM share
- 0.1%
- Avg. per client
- $128K
- Clients
- 45
- Regulatory AUM
- $439M
- AUM share
- 93.6%
- Avg. per client
- $9.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $29.5M
- AUM share
- 6.3%
- Avg. per client
- $14.7M
Total
- Clients
- 52
- Regulatory AUM
- $469M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Kingsbridge Wealth Management charges 0.65%–1.00% a year for its Separately Managed Accounts. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Negotiable fixed fee from $1,000 to $50,000, half due when the agreement is signed and the rest on presentation of the plan or delivery of consulting.
Dunn Family Trust owns 50% to 75% of Kingsbridge Wealth Management and is in turn owned by David Dunn (50–75%) and Kerri Dunn (50–75%). The leadership team of Kingsbridge Wealth Management includes President David Dunn and Chief Compliance Officer Kerri Dunn. It has 8 employees, 4 of them in advisory roles.
Leadership
- David DunnPresident
- Kerri DunnExecutive Vice President and Chief Compliance Officer
- Martin OrtonSR. Vice President
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Kingsbridge Wealth Management, Inc.
Dunn Family Trust
Control person · since March 2018
- Owns 50% to 75% of Dunn Family Trust
David Dunn
Control person · since March 2018
- Owns 50% to 75% of Dunn Family Trust
Kerri Dunn
Control person · since March 2018
- Owns 10% to 25% of Kingsbridge Wealth Management, Inc.
Gina Knox Separately Held Property Trust
since April 2018
Gina Knox
Trustee · since April 2018
- Owns 5% to 10% of Kingsbridge Wealth Management, Inc.
Knox 2009 Investment Trust, Fbo Edward M. Holzman
since September 2012
- Owns 5% to 10% of Kingsbridge Wealth Management, Inc.
Knox 2009 Investment Trust, Fbo Jessica B. Holzman
since September 2012
Jessica Holzman
Trustee · since December 2009
Edward Holzman
Trustee · since December 2009
- Owns 5% to 10% of Kingsbridge Wealth Management, Inc.
Hall Family Trust
since July 2020
Donald Hall
Trustee · since August 2019
- Owns 5% to 10% of Kingsbridge Wealth Management, Inc.
The M&N Family Trust
since May 2025
Kingsbridge Wealth Management’s regulatory assets grew 1.7× from $282M (April 2021) to $469M (March 2026); clients rose from 39 to 52 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $469M | 52 | 8 | 2 |
| May 2025 | $489M | 39 | 8 | 2 |
| March 2024 | $453M | 43 | 5 | 2 |
| June 2023 | $308M | 44 | 4 | 2 |
| May 2022 | $315M | 42 | 6 | 1 |
| April 2021 | $282M | 39 | 6 | 1 |
Besides its headquarters, Kingsbridge Wealth Management has 1 office, with 2 listed addresses in California and Nevada.
California · 1 listed address
- 1400 Newport Center DR, Newport Beach
Nevada · 1 listed address
- 1140 N. Town Center Drive, Suite 265, Las VegasHQ
Contact and registration details
- Legal name
- Kingsbridge Wealth Management, Inc.
- Headquarters
- 1140 N. Town Center Drive, Suite 265, Las Vegas, NV 89144
- Website
- Not reported
- Phone
- 702-947-5160
- SEC file
- 801-77197
- Structure
- Nevada corporation
- Fiscal year end
- December
Kingsbridge Wealth Management uses Charles Schwab ($228M, 97%) and Interactive Brokers ($6.68M, 3%) as custodians for its separately managed accounts. Kingsbridge Wealth Management has custody of $5.57M in client assets for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $228M97%
- Interactive BrokersInteractive Brokers LLC · St. Louis, MO · $6.68M3%
At year end, Kingsbridge Wealth Management’s separately managed accounts were mostly in funds (50%) and stocks (42%).
What the accounts hold
- Stocks42%
- Funds50%
- Bonds7%
- State and local bonds5%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Kingsbridge Wealth Management have?
Kingsbridge Wealth Management has 52 clients and manages $469 million for them, as of March 2026. They include 45 high-net-worth individuals, 5 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Kingsbridge Wealth Management offer?
Kingsbridge Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kingsbridge Wealth Management charge?
Kingsbridge Wealth Management charges 0.65%–1.00% a year for its Separately Managed Accounts. The fee is billed in advance and is negotiable.
Source: KINGSBRIDGE WEALTH MANAGEMENT ADV PART 2A, filed 10 March 2026
Which custodians does Kingsbridge Wealth Management use?
Kingsbridge Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $228M and Interactive Brokers LLC (St. Louis, MO), with $6.68M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Kingsbridge Wealth Management have?
Kingsbridge Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kingsbridge Wealth Management invest in?
At the end of its last fiscal year, Kingsbridge Wealth Management’s separately managed accounts held 50% pooled vehicles (private funds and similar), 42% exchange-traded equities, 5% state and local bonds, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kingsbridge Wealth Management?
Kingsbridge Wealth Management is owned through trusts by David and Kerri Dunn. Its direct owners are Knox 2009 Investment Trust, Fbo Edward M. Holzman (5% to 10%), Knox 2009 Investment Trust, Fbo Jessica B. Holzman (5% to 10%), Dunn Family Trust (50% to 75%), Gina Knox Separately Held Property Trust (10% to 25%), Hall Family Trust (5% to 10%) and the M&N Family Trust (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Kingsbridge Wealth Management get paid?
Kingsbridge Wealth Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kingsbridge Wealth Management?
Kingsbridge Wealth Management’s main office is at 1140 N. Town Center Drive, Suite 265, Las Vegas, NV 89144. Its phone number is 702-947-5160.