Kingsbridge Wealth Management

Finance · Nevada, United States · 1-10 Employees

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Overview

Headquarters

1140 N Town Center Dr Ste 340, Las Vegas...

Phone Number

(702) 947-5160

Website

kwm.us.com

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Kingsbridge Wealth Management

Kingsbridge Wealth Management is a multi-family office that specializes in investment and wealth management, as well as portfolio planning for ultra-high-net-worth individuals and families. The firm combines the personalized service of an independent advisor with the expertise of a larger institution, providing tailored financial advice to navigate the complexities of wealth. With nearly three decades of experience, Kingsbridge focuses on understanding clients' unique situations to offer timely and objective guidance. Their commitment to independence ensures that they prioritize the needs of their clients above all else.Explore more
Kingsbridge Wealth Management's Social MediaPopular SearchesKingsbridge Wealth Management IncKingsbridge Trust Company IncKingsbridge Wealth ManagementKingsbridge Ventures Rlf LPKingsbridge AlternativeSIC Code 62,628NAICS Code 52,523Show more

Kingsbridge Wealth Management Org Chart

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Kerri Dunn, Founder & Chief Operating Officer at Kingsbridge Wealth Management
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Founder & Chief Operating Officer

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Senior Vice President, Operations

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MI
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Vice President - Family Office

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kingsbridge Wealth Manage...

<$5M
1-10
Private
-
2008
Kerri Dunn, Founder & Chief Operating Officer at Kingsbridge Wealth Management
Kerri DunnFounder & Chief Operating Officer
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
<$5M
11-50
Private
-
2000
N/A
<$5M
1-10
Private
-
2001
SH
Stephanie HabershamDirector, Family Office Relationship
<$5M
11-50
Private
-
1980
N/A
<$5M
11-50
Private
-
-
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kingsbridge Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kingsbridge Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kingsbridge Wealth Management.

Kingsbridge Wealth Management Tech Stack

A closer look at the technologies used by Kingsbridge Wealth Management

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Frequently Asked Questions Regarding Kingsbridge Wealth Management

What is Kingsbridge Wealth Management's official website?
Kingsbridge Wealth Management's official website is kwm.us.com
What is Kingsbridge Wealth Management's Revenue?
Kingsbridge Wealth Management's revenue is <$5 Million
What is Kingsbridge Wealth Management's SIC code?
Kingsbridge Wealth Management's SIC: 62,628
What is Kingsbridge Wealth Management's NAICS code?
Kingsbridge Wealth Management's NAICS: 52,523
How many employees does Kingsbridge Wealth Management have?
Kingsbridge Wealth Management has 1-10 employees
What industry does Kingsbridge Wealth Management belong to?
Kingsbridge Wealth Management is in the industry of: Finance, Securities Trading
What is Kingsbridge Wealth Management competition?
Kingsbridge Wealth Management top competitors include: Dc Fund, Wilson Holdings, Family Office Insights, Family Office List
What technology does Kingsbridge Wealth Management use?
Some of the popular technologies that Kingsbridge Wealth Management uses are: Microsoft 365, Cloudflare Security, Google Workspace, Cloudflare DNS
How do I contact Kingsbridge Wealth Management?
Kingsbridge Wealth Management contact info: Phone number: (702) 947-5160 Website: kwm.us.com
What does Kingsbridge Wealth Management do?

Kingsbridge Wealth Management is a multi-family office that specializes in investment and wealth management, as well as portfolio planning for ultra-high-net-worth individuals and families. The firm combines the personalized service of an independent advisor with the expertise of a larger institution, providing tailored financial advice to navigate... the complexities of wealth. With nearly three decades of experience, Kingsbridge focuses on understanding clients' unique situations to offer timely and objective guidance. Their commitment to independence ensures that they prioritize the needs of their clients above all else.Read More

What are Kingsbridge Wealth Management social media links?
Kingsbridge Wealth Management Linkedin page Kingsbridge Wealth Management Facebook page
Is Kingsbridge Wealth Management a public company?
Kingsbridge Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Kingsbridge Wealth Management

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