Las Vegas, NV Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Kingsbridge Wealth Management, Inc.
Team
Firm-wide stats for Kingsbridge Wealth Management, Inc.
Clients per advisor
10 Very LowAvg AUM per client
$8,797,380 Very HighHNW client ratio
90% Very HighAbout
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.
Based on Kingsbridge Wealth Management, Inc.
Expertise
Based on Kingsbridge Wealth Management, Inc.
Location
1140 N. Town Center Drive, Suite 265
Las Vegas NV 89144
Advisors at this office
2
Advisors at this office
Kerri D
Series 65
Las Vegas, NV
Kingsbridge Wealth Management, Inc.
Kerri Dunn is a financial advisor at Kingsbridge Wealth Management, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Kingsbridge Wealth Management since 2012. Dunn is also involved with Kingsbridge Trust Company and Kingsbridge Companies, both since 2010. Kingsbridge Wealth Management, Inc. serves individuals, trusts, estates, charitable organizations, and corporations through discretionary separately managed accounts and financial planning, typically working with clients who have multimillion-dollar assets. The firm employs systematic asset allocation and global diversification using indexed exposures, ETFs, individual bonds, and occasional third-party managers, and it sponsors private funds through affiliated entities.
David D
Series 63, Series 65
Las Vegas, NV
Kingsbridge Wealth Management, Inc.
David Dunn is a financial advisor at Kingsbridge Wealth Management, Inc. in Las Vegas, NV, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kingsbridge since 2012. Outside of his advisory role, he is a manager and co-owner of DKD Enterprises, LLC, an Idaho-based company that leases equipment. Kingsbridge Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm uses a systematic, discretionary approach focused on client objectives and strategic asset allocation, incorporating a range of investment vehicles and tax-aware strategies.
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