Natural Bridges Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Natural Bridges Financial Advisors reports 80 clients. They include 74 high-net-worth individuals and 6 individual clients. Of its assets, 100.0% ($156M across 319 accounts) are managed with discretion. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 8% | 2% |
| High-net-worth individuals | 93% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6 | $2.8M | 1.8% | $466K |
| High-net-worth individuals | 74 | $153M | 98.2% | $2.07M |
| Total | 80 | $156M | 100% | $1.95M |
- Clients
- 6
- Regulatory AUM
- $2.8M
- AUM share
- 1.8%
- Avg. per client
- $466K
- Clients
- 74
- Regulatory AUM
- $153M
- AUM share
- 98.2%
- Avg. per client
- $2.07M
Total
- Clients
- 80
- Regulatory AUM
- $156M
- AUM share
- 100%
- Avg. per client
- $1.95M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Natural Bridges Financial Advisors is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Christopher Wentzien owns 75% or more of Natural Bridges Financial Advisors. The leadership team of Natural Bridges Financial Advisors includes Chief Compliance Officer Sarah Brown. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Natural Bridges Financial Advisors LLC
Christopher Wentzien
Control person · since August 2008
- Owns 10% to 25% of Natural Bridges Financial Advisors LLC
Sarah Brown
Control person · since January 2026
Natural Bridges Financial Advisors’ regulatory assets grew from $106M (May 2025) to $156M (June 2026); clients rose from 75 to 80 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $156M | 80 | 3 | 4 |
| May 2025May 2025 | $106M | 75 | 3 | 1 |
Besides its headquarters, Natural Bridges Financial Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
California · 1 listed address
- 627 Center Street, Santa CruzHQ
Contact and registration details
- Legal name
- Natural Bridges Financial Advisors LLC
- Headquarters
- 627 Center Street, Santa Cruz, CA 95060
- Website
- naturalbridgesfa.com
- Phone
- 831-421-0700
- SEC file
- 801-132940
- Structure
- California LLC
- Fiscal year end
- December
Natural Bridges Financial Advisors’ named custodian for separately managed accounts is Altruist ($156M). Natural Bridges Financial Advisors has custody of $3.7M for 7 clients.
- AltruistAltruist Financial LLC · Culver City, CA · $156M100%
At year end, Natural Bridges Financial Advisors’ separately managed accounts were mostly in stocks (51%) and funds (38%).
What the accounts hold
- Stocks51%
- Funds38%
- Bonds4%
- U.S. government and agency bonds3%
- Investment grade corporate bonds1%
- Cash7%
How many clients does Natural Bridges Financial Advisors have?
Natural Bridges Financial Advisors has 80 clients and manages $156 million for them, as of June 2026. They include 74 high-net-worth individuals and 6 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 June 2026
What services does Natural Bridges Financial Advisors offer?
Natural Bridges Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Natural Bridges Financial Advisors use?
Natural Bridges Financial Advisors’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $156M. 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 June 2026
How many financial advisors does Natural Bridges Financial Advisors have?
Natural Bridges Financial Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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 Natural Bridges Financial Advisors invest in?
At the end of its last fiscal year, Natural Bridges Financial Advisors’ separately managed accounts held 51% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 3% 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 Natural Bridges Financial Advisors?
Natural Bridges Financial Advisors’ direct owners are Christopher Wentzien (75% or more) and Sarah Brown (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 June 2026
How does Natural Bridges Financial Advisors get paid?
Natural Bridges Financial Advisors is paid through fixed fees. 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 Natural Bridges Financial Advisors?
Natural Bridges Financial Advisors’ main office is at 627 Center Street, Santa Cruz, CA 95060. Its phone number is 831-421-0700. Its website is naturalbridgesfa.com.