Lionsbridge Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LionsBridge Wealth Management (LBWM) provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments and businesses, delivering discretionary portfolio management along with retirement planning and IRA rollover advice. The firm also recommends and, where appropriate, manages fixed annuity products for clients and reports regulatory assets under management of approximately $122 million.
LBWM builds individualized strategic asset allocations and follows an active Core Plus equity approach that combines a proprietary VGQ (Value‑Growth‑Quality) method for U.S. large-cap selection, a Tactical ETF strategy, and a proprietary long/short ETF strategy that may be short the market without using leverage; fixed‑income exposures are chosen using a top‑down quality and maturity assessment. Portfolios are monitored and adjusted by an investment committee, and the firm notes that its active approach can produce higher turnover and tax consequences compared with passive strategies.
Compared with many peers, LBWM is structured as a subsidiary of a holding company that also owns a licensed Florida real estate broker (LionsBridge Capital, LLC), a relationship the firm discloses and says may give rise to conflicts when clients engage related entities for transactions. The firm also operates with a third‑party distributor relationship to facilitate sales of insurance/annuity products and recently amended its disclosure to indicate it no longer accepts proxy‑voting authority on clients’ behalf.
Client services
Expertise
Fee options
<$1,000,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% - 1.00% $2,000,000 - $5,000,000: 0.75% - 0.90% $5,000,000 - $10,000,000: 0.50% - 0.75% >$10,000,000+: Negotiable
Account minimum: $1,000,000 Fee-only: Fee-only investment management services
Main office
1514 Roberts Drive
Jacksonville Beach FL 32250
Advisors at this office
3
Most active in
Florida · Texas
Also doing business as
Lionsbridge Asset Management, LLC · Lionsbridge Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Richard Z
Series 63, Series 65
Jacksonville Beach, FL
Lionsbridge Wealth Management LLC
Richard Zanghetti is a financial advisor with Lionsbridge Wealth Management LLC in Jacksonville Beach, FL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Zanghetti has worked with Signet Securities, LLC, and has been involved with Lionsbridge Insurance, LLC and Lionsbridge Wealth Management since 2009, serving as managing member of the insurance firm in a limited administrative capacity. Lionsbridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses. The firm employs an active Core Plus equity approach combining proprietary VGQ selection methods with tactical and long/short ETF strategies, and manages approximately $122 million in regulatory assets under management.
Bradley R
CFA®, Series 66
Jacksonville Beach, FL
Lionsbridge Wealth Management LLC
Bradley Ridinger is a CFA® charterholder with 24 years of industry experience. He has worked at Lionsbridge Securities, LLC since 2010 and Lionsbridge Asset Management, LLC since 2008. He is based in Jacksonville Beach, FL, and holds the Series 66 designation. LionsBridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses. The firm offers discretionary portfolio management with an active Core Plus equity approach that incorporates proprietary strategies for U.S. large-cap selection and ETF management, alongside fixed-income allocations determined by top-down quality and maturity assessments.
Carolyn H
Series 63, Series 66
Jacksonville Beach, FL
Lionsbridge Wealth Management LLC
Carolyn Ham is a financial advisor with Lionsbridge Wealth Management LLC in Jacksonville Beach, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Lionsbridge Wealth Management since 2008 and also holds authorized member roles at Lionsbridge Insurance, LLC and Lionsbridge Capital, LLC, where she performs limited administrative tasks. Lionsbridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses, offering discretionary portfolio management along with retirement planning and IRA rollover advice. The firm employs an active Core Plus equity approach combined with proprietary strategies and manages approximately $122 million in regulatory assets.
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