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KINGSBRIDGE WEALTH MANAGEMENT, INC.

LAS VEGAS, NV · CRD 165560 · IAPD ↗ · kingsbridgewm.us.com · 702-947-5160

$469.3MRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2025 — KINGSBRIDGE WEALTH MANAGEMENT, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
November 2024 — KINGSBRIDGE WEALTH MANAGEMENT, INC. changed its website from kingsbridgepwm.com to kingsbridgewm.us.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2024 — KINGSBRIDGE WEALTH MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — KINGSBRIDGE WEALTH MANAGEMENT, INC. reported RAUM up 47% ($308.3M -> $453.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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