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KNIGHTSBRIDGE WEALTH MANAGEMENT

NEWPORT BEACH, CA · CRD 110347 · IAPD ↗ · knightsb.com · 949-644-4444

$1.12BRegulatory AUM
10Advisory reps
19Employees
0Clients
26-50Planning clients
1Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — KNIGHTSBRIDGE WEALTH MANAGEMENT notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — KNIGHTSBRIDGE WEALTH MANAGEMENT grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — KNIGHTSBRIDGE WEALTH MANAGEMENT crossed $1B in regulatory AUM ($833.5M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2025 — KNIGHTSBRIDGE WEALTH MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — KNIGHTSBRIDGE WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — KNIGHTSBRIDGE WEALTH MANAGEMENT reported RAUM up 29% ($643.7M -> $833.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — KNIGHTSBRIDGE WEALTH MANAGEMENT grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — KNIGHTSBRIDGE WEALTH MANAGEMENT notice-filed in GA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — KNIGHTSBRIDGE WEALTH MANAGEMENT now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — KNIGHTSBRIDGE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($491.2M -> $643.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — KNIGHTSBRIDGE WEALTH MANAGEMENT now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.