KINGSBRIDGE WEALTH MANAGEMENT, INC.
CRD #165560 SEC #801-77197 LAS VEGAS, NV 702-947-5160
SEC Registered
Total AUM
$380M
Discretionary
$380M
Employees
7
Clients
10
Accounts
215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $380M | $380M | $0 | 7 | 0 |
| May 2025 | $489.3M | $489.3M | $0 | 8 | 0 |
| Mar 2025 | $489.3M | $489.3M | $0 | 8 | 0 |
| Oct 2024 | $453.1M | $453.1M | $0 | 5 | 0 |
| Mar 2024 | $453.1M | $453.1M | $0 | 5 | 0 |
| Jun 2023 | $308.3M | $308.3M | $0 | 4 | 0 |
| Mar 2023 | $308.3M | $308.3M | $0 | 4 | 0 |
| May 2022 | $315.5M | $315.5M | $0 | 6 | 0 |
| May 2022 | $315.5M | $315.5M | $0 | 6 | 0 |
| Mar 2022 | $315.5M | $315.5M | $0 | 6 | 0 |
| Apr 2021 | $282.5M | $282.5M | $0 | 6 | 0 |
| Mar 2021 | $280.7M | $280.7M | $0 | 6 | 0 |
| Nov 2020 | $229.4M | $215.8M | $13.7M | 6 | 0 |
| Aug 2020 | $229.4M | $215.8M | $13.7M | 6 | 0 |
| Jun 2020 | $229.4M | $215.8M | $13.7M | 6 | 0 |
| Jun 2020 | $229.4M | $215.8M | $13.7M | 6 | 0 |
| Mar 2020 | $229.4M | $215.8M | $13.7M | 6 | 0 |
| Feb 2019 | $204.1M | $188.8M | $15.4M | 6 | 0 |
| Mar 2018 | $186.5M | $186.5M | $0 | 6 | 0 |
| Mar 2017 | $156.6M | $156.6M | $0 | 4 | 26 |
| Mar 2016 | $135.5M | $135.5M | $0 | 3 | 26 |
| Mar 2016 | $135.5M | $135.5M | $0 | 3 | 26 |
| Apr 2015 | $157M | $157M | $0 | 4 | 26 |
| Mar 2015 | $157M | $157M | $0 | 4 | 26 |
| Mar 2015 | $157M | $157M | $0 | 4 | 26 |
| Nov 2014 | $131.6M | $123M | $8.6M | 3 | 26 |
| Mar 2014 | $131.6M | $123M | $8.6M | 3 | 26 |
| Oct 2013 | $123.6M | $116.5M | $7M | 4 | 26 |
| Jan 2013 | $111.3M | $107.4M | $3.9M | 4 | 11 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateAug 2025
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees7
Clients0
DateMay 2025
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$0
Employees8
Clients0
DateOct 2024
Total AUM$453.1M
Discretionary$453.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$453.1M
Discretionary$453.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$308.3M
Discretionary$308.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$308.3M
Discretionary$308.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$315.5M
Discretionary$315.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$315.5M
Discretionary$315.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$315.5M
Discretionary$315.5M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$282.5M
Discretionary$282.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$280.7M
Discretionary$280.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$229.4M
Discretionary$215.8M
Non-Disc.$13.7M
Employees6
Clients0
DateAug 2020
Total AUM$229.4M
Discretionary$215.8M
Non-Disc.$13.7M
Employees6
Clients0
DateJun 2020
Total AUM$229.4M
Discretionary$215.8M
Non-Disc.$13.7M
Employees6
Clients0
DateJun 2020
Total AUM$229.4M
Discretionary$215.8M
Non-Disc.$13.7M
Employees6
Clients0
DateMar 2020
Total AUM$229.4M
Discretionary$215.8M
Non-Disc.$13.7M
Employees6
Clients0
DateFeb 2019
Total AUM$204.1M
Discretionary$188.8M
Non-Disc.$15.4M
Employees6
Clients0
DateMar 2018
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees3
Clients26
DateApr 2015
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees4
Clients26
DateNov 2014
Total AUM$131.6M
Discretionary$123M
Non-Disc.$8.6M
Employees3
Clients26
DateMar 2014
Total AUM$131.6M
Discretionary$123M
Non-Disc.$8.6M
Employees3
Clients26
DateOct 2013
Total AUM$123.6M
Discretionary$116.5M
Non-Disc.$7M
Employees4
Clients26
DateJan 2013
Total AUM$111.3M
Discretionary$107.4M
Non-Disc.$3.9M
Employees4
Clients11
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0