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LIONSBRIDGE WEALTH MANAGEMENT LLC

JACKSONVILLE BEACH, FL · CRD 149019 · IAPD ↗ · lbwm.net · 904-897-0390

$122.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2025 — LIONSBRIDGE WEALTH MANAGEMENT LLC shrank from 3 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
March 2024 — LIONSBRIDGE WEALTH MANAGEMENT LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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