Fullerton, CA Office

Kingsbridge Wealth Management, Inc. advises individuals, trusts, estates, charitable organizations, corporations and other entities through discretionary separately managed accounts and financial planning engagements. The firm serves a relatively small client base with a high average account size and generally requires multimillion-dollar assets for managed-account relationships, and it also offers concierge services such as bill-pay assistance and access to a StoneCastle FICA cash management program.

KWM’s portfolio management emphasizes systematic asset-allocation and broad global diversification, using indexed exposures, ETFs, individual bonds evaluated for credit and maturity characteristics, and occasional third‑party managers; portfolios are monitored for tracking error, tax basis and rebalanced at least quarterly. The firm states it may use algorithms to construct index-tracking allocations and incorporates tax-efficiency considerations for taxable accounts.

What distinguishes KWM from many peers is its role in sponsoring and syndicating private funds through affiliated entities: in mid-2025 it established Kingsbridge Investment Partners, LLC to segregate private-fund activity and KWM remains under common ownership with several fund-related entities that serve as general partners or fund managers. Because of these affiliations, KWM may recommend affiliated private funds to eligible clients (and receives administrative/referral allocations) but discloses a material financial interest and says it will not exercise discretionary authority over whether clients invest in those affiliated funds and takes steps to mitigate related conflicts.