Kingsbridge Wealth Management, Inc.

Kingsbridge Wealth Management, Inc. is a registered investment advisor based in Las Vegas, Nevada, founded in 2009 and registered with the U.S. Securities and Exchange Commission in 2012. The firm specializes in offering investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other entities. They provide services such as separately managed accounts, financial planning, and consulting services. Kingsbridge Investment Partners LLC, a wholly-owned subsidiary, offers investment management services to private funds. The firm emphasizes continuous client interaction and personalized investment management services. Clients are encouraged to read and understand the services provided, fee structures, and investment strategies. Kingsbridge Wealth Management, Inc. exercises investment discretion on behalf of clients, with the authority to determine suitable investments based on client goals and objectives. The firm does not vote proxies on behalf of clients and does not have any financial commitments that impair its ability to meet obligations. Clients are responsible for voting proxies for securities held in their accounts. Kingsbridge Wealth Management, Inc. does not require prepayment of fees exceeding $1,200 per client, six months in advance.