Kingsbridge Wealth Management, Inc.

Overview

Kingsbridge Wealth Management, Inc. is an independent investment advisory firm based in Las Vegas, with an additional office in Newport Beach.¹

History

The firm reports that it was founded in 2009 and registered with the U.S. Securities and Exchange Commission in 2012.²

Timeline

1. 2009The firm reports that it was founded in 2009 and registered with the U.S.
2. 2012Securities and Exchange Commission in 2012.

Leadership

David J. Dunn is President and Chief Investment Officer. Martin Orton serves as Senior Vice President and Director of Operations, Kerri Dunn as Executive Vice President and Chief Operating Officer, Michael Immerman as Vice President and Private Wealth Advisor, and Andrea Galston as Executive Assistant.³

Services

Kingsbridge provides separately managed account investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other organizations.²

Its family office services support high-net-worth individuals and families seeking comprehensive coordination, CIO-level oversight, access to alternative investments, portfolio optimization, or collaboration with existing advisers.⁴ Targeted investment partnership services include asset allocation, portfolio construction, traditional and alternative investment access, manager due diligence, consolidated reporting, and adviser coordination.⁴

The firm’s outsourced chief investment officer services include investment policy development, portfolio management, monitoring, rebalancing, risk management, and coordination with other advisers.⁴ Full or multi-family office support combines investment management with tax planning coordination, trust and estate planning support, consolidated reporting, philanthropy and lifestyle management, and next-generation education.⁴

Financial planning and consulting may address investment, retirement, estate, charitable, education, and business planning. Under written agreements, concierge services such as bill paying may also be available.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client Focus

Kingsbridge works with high-net-worth individuals, families, and organizations that need coordinated investment management, planning, reporting, and adviser collaboration. Its services can complement an existing advisory team or provide broader family office support.⁴

Approach

The firm says it builds customized portfolios around each client’s risk tolerance, liquidity needs, values, existing holdings, cash-flow requirements, and long-term objectives.⁵ Kingsbridge also describes itself as intentionally small so it can maintain deep, proactive relationships with each family.⁵

Assets and Minimums

Kingsbridge reported $469,323,035.29 in discretionary assets under management as of December 31, 2025.² The firm generally requires $5,000,000 of total assets available for investment to begin a managed relationship, with minimums negotiable in certain circumstances.²

Separately managed account fees are charged as a percentage of assets. The Form ADV lists annual rates of 1.00% up to $5,000,000, 0.75% above $5,000,000 to below $25,000,000, and 0.65% above $25,000,000.²

By the numbers

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.