LionsBridge Wealth Management provides portfolio management for individuals and small businesses.
LionsBridge Wealth Management reports 68 clients. They include 41 high-net-worth individuals and 27 individual clients. Of its assets, 100.0% ($122M across 189 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | 10% |
| High-net-worth individuals | 60% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 27 | $12.7M | 10.4% | $471K |
| High-net-worth individuals | 41 | $110M | 89.6% | $2.68M |
| Total | 68 | $122M | 100% | $1.8M |
- Clients
- 27
- Regulatory AUM
- $12.7M
- AUM share
- 10.4%
- Avg. per client
- $471K
- Clients
- 41
- Regulatory AUM
- $110M
- AUM share
- 89.6%
- Avg. per client
- $2.68M
Total
- Clients
- 68
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- $1.8M
- 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
LionsBridge Wealth Management charges 0.50%–1.00% for its Asset Management Fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Fee details and sources
Lionsbridge Capital Holdings, LLC owns 75% or more of LionsBridge Wealth Management and is in turn owned by Bradley Ridinger (25–50%) and Richard Zanghetti (25–50%). The leadership team of LionsBridge Wealth Management includes Chief Compliance Officer Carolyn Ham. It has 3 employees, 2 of them in advisory roles.
Leadership
Carolyn HamChief Compliance Officer & Managing Member
Bradley RidingerManaging Member
Richard ZanghettiManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Lionsbridge Wealth Management LLC
Lionsbridge Capital Holdings, LLC
Control person · since December 2008
- Owns 25% to 50% of Lionsbridge Capital Holdings, LLC
Bradley Ridinger
Control person · since January 2016
- Owns 25% to 50% of Lionsbridge Capital Holdings, LLC
Richard Zanghetti
Control person · since January 2016
LionsBridge Wealth Management’s regulatory assets went from $125M (February 2021) to $122M (July 2026); clients fell from 92 to 68 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $122M | 68 | 3 | 4 |
| May 2025May 2025 | $132M | 68 | 3 | 4 |
| Apr 2024April 2024 | $129M | 71 | 3 | 4 |
| Feb 2023February 2023 | $120M | 77 | 3 | 1 |
| Mar 2022March 2022 | $137M | 79 | 3 | 1 |
| Feb 2021February 2021 | $125M | 92 | 3 | 1 |
Besides its headquarters, LionsBridge Wealth Management has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
Florida · 1 listed address
- 1514 Roberts Drive, Jacksonville BeachHQ
Contact and registration details
- Legal name
- Lionsbridge Wealth Management LLC
- Headquarters
- 1514 Roberts Drive, Jacksonville Beach, FL 32250
- Website
- lbwm.net
- Phone
- 904-897-0390
- SEC file
- 801-113258
- Structure
- Florida LLC
- Fiscal year end
- December
LionsBridge Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($122M). LionsBridge Wealth Management has custody of $39.7M for 46 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $122M100%
At year end, LionsBridge Wealth Management’s separately managed accounts were mostly in funds (80%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $102M across 68 positions; the largest are SPDR Ser TR Lehman 1-3 Month T-bill ETF (6.3%), JPMORGAN Income ETF (6.2%) and Quanta Svcs Inc. (6.0%).
What the accounts hold
- Stocks17%
- Funds80%
- Cash3%
Reported 13F holdings
- $102M
- Reported 13F value
- 68
- Positions
- 41.8%
- In the 10 largest
- +2.5%
- Value vs. prior quarter
- SPDR Ser TR Lehman 1-3 Month T-bill ETFETF6.3%
- JPMORGAN Income ETFETF6.2%
- Quanta Svcs Inc.6.0%
- Fundstrat Granny Shots US Large Cap ETFETF5.5%
- Terawulf Inc.3.8%
- JPMORGAN Core Plus Bond ETFETF3.4%
- Vaneck Morningstar Wide Moat ETFETF2.8%
- iShares S&P Smallcap 600 ETFETF2.7%
- S & P Mid Cap 400 Dep Rcpts Mid CapETF2.5%
- SPDR Dow Jones Industrial ETFETF2.5%
Together, the ten largest are 41.8% of reported value.
How many clients does LionsBridge Wealth Management have?
LionsBridge Wealth Management has 68 clients and manages $122 million for them, as of July 2026. They include 41 high-net-worth individuals and 27 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026
What services does LionsBridge Wealth Management offer?
LionsBridge Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does LionsBridge Wealth Management charge?
LionsBridge Wealth Management charges 0.50%–1.00% for its Asset Management Fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 17 July 2026
Which custodians does LionsBridge Wealth Management use?
LionsBridge Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $122M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026
How many financial advisors does LionsBridge Wealth Management have?
LionsBridge Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 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 LionsBridge Wealth Management invest in?
At the end of its last fiscal year, LionsBridge Wealth Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LionsBridge Wealth Management?
LionsBridge Wealth Management is owned through a holding company by Bradley Ridinger and Richard Zanghetti. Its direct owner is Lionsbridge Capital Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026
How does LionsBridge Wealth Management get paid?
LionsBridge Wealth Management is paid through a percentage of assets under management. 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 LionsBridge Wealth Management?
LionsBridge Wealth Management’s main office is at 1514 Roberts Drive, Jacksonville Beach, FL 32250. Its phone number is 904-897-0390. Its website is lbwm.net.