LIONSBRIDGE WEALTH MANAGEMENT LLC
CRD #149019 SEC #801-113258 JACKSONVILLE BEACH, FL 904-897-0390
SEC Registered Disclosures
Total AUM
$132.3M
Discretionary
$132.3M
Employees
3
Clients
0
Accounts
166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $132.3M | $132.3M | $0 | 3 | 0 |
| May 2025 | $132.3M | $132.3M | $0 | 3 | 0 |
| Feb 2025 | $132.3M | $132.3M | $0 | 3 | 0 |
| Feb 2025 | $118.4M | $118.4M | $0 | 3 | 0 |
| Apr 2024 | $128.9M | $128.9M | $0 | 3 | 0 |
| Apr 2024 | $128.9M | $128.9M | $0 | 3 | 0 |
| Mar 2024 | $128.9M | $128.9M | $0 | 3 | 0 |
| Feb 2024 | $128.9M | $128.9M | $0 | 3 | 0 |
| Oct 2023 | $120.1M | $120.1M | $0 | 3 | 0 |
| Feb 2023 | $120.1M | $120.1M | $0 | 3 | 0 |
| Mar 2022 | $137.4M | $137.4M | $0 | 3 | 0 |
| Mar 2022 | $137.4M | $137.4M | $0 | 3 | 0 |
| Feb 2021 | $124.9M | $124.9M | $0 | 3 | 0 |
| Jun 2020 | $115.9M | $115.9M | $0 | 3 | 0 |
| Mar 2020 | $115.9M | $115.9M | $0 | 3 | 0 |
| Mar 2019 | $107.5M | $105.1M | $2.4M | 4 | 0 |
| May 2018 | $106.7M | $105M | $1.7M | 4 | 0 |
| May 2018 | $106.7M | $105M | $1.7M | 4 | 0 |
| May 2018 | $106.7M | $105M | $1.7M | 4 | 0 |
| Apr 2018 | $106.7M | $105M | $1.7M | 4 | 0 |
| Mar 2012 | $65M | $60.6M | $4.4M | 1 | 26 |
| Mar 2012 | $65M | $60.6M | $4.4M | 1 | 26 |
| Mar 2011 | $86M | $81.7M | $4.3M | 5 | -- |
| Jan 2010 | $63.3M | $63.3M | $0 | 5 | -- |
DateAug 2025
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$107.5M
Discretionary$105.1M
Non-Disc.$2.4M
Employees4
Clients0
DateMay 2018
Total AUM$106.7M
Discretionary$105M
Non-Disc.$1.7M
Employees4
Clients0
DateMay 2018
Total AUM$106.7M
Discretionary$105M
Non-Disc.$1.7M
Employees4
Clients0
DateMay 2018
Total AUM$106.7M
Discretionary$105M
Non-Disc.$1.7M
Employees4
Clients0
DateApr 2018
Total AUM$106.7M
Discretionary$105M
Non-Disc.$1.7M
Employees4
Clients0
DateMar 2012
Total AUM$65M
Discretionary$60.6M
Non-Disc.$4.4M
Employees1
Clients26
DateMar 2012
Total AUM$65M
Discretionary$60.6M
Non-Disc.$4.4M
Employees1
Clients26
DateMar 2011
Total AUM$86M
Discretionary$81.7M
Non-Disc.$4.3M
Employees5
Clients--
DateJan 2010
Total AUM$63.3M
Discretionary$63.3M
Non-Disc.$0
Employees5
Clients--