NATURAL BRIDGES FINANCIAL ADVISORS LLC
Legal name: NATURAL BRIDGES FINANCIAL ADVISORS
CRD #148056 SEC #801-132940 SANTA CRUZ, CA 831-421-0700
SEC Registered
Total AUM
$106.3M
Discretionary
$106.3M
Employees
3
Clients
51
Accounts
249
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WENTZIEN, CHRISTOPHER, LEWIS | I | PRINCIPAL/CCO | E | Control |
Registrations
Federal
IA
May 7, 2025 REGISTERED
Notice Filings (1)
CA
Address
627 CENTER STREETSANTA CRUZ, CA 95060
United States
Phone: 831-421-0700