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NATURAL BRIDGES FINANCIAL ADVISORS

SANTA CRUZ, CA · CRD 148056 · IAPD ↗ · 831-421-0700

$155.8MRegulatory AUM
3Advisory reps
3Employees
7Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — NATURAL BRIDGES FINANCIAL ADVISORS added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2026 — NATURAL BRIDGES FINANCIAL ADVISORS reported RAUM up 47% ($106.3M -> $155.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2026 — NATURAL BRIDGES FINANCIAL ADVISORS now reports custody of client assets ($3.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
July 2025 — NATURAL BRIDGES FINANCIAL ADVISORS (SANTA CRUZ, CA) is newly SEC-registered with $106.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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