Kingsbridge Wealth Management

What Kingsbridge Wealth Management does

Kingsbridge Wealth Management, Inc. is an independent, fee-only registered investment adviser operating as a multi-family office. Founded in 2008 and headquartered in Las Vegas, Nevada with a second office in Newport Beach, California, the firm serves high-net-worth and ultra-high-net-worth individuals and families, typically those with $50M+ in investable assets, as well as successful hands-on investors seeking objective CIO-level oversight. The firm is intentionally small, with five named professionals across both offices, and positions itself as a boutique alternative to larger wirehouses and bank-trust platforms.

The firm delivers three integrated service tiers under a single transparent flat-fee pricing model: a Targeted Investment Partnership providing CIO-level advice for hands-on investors; Outsourced Chief Investment Officer (OCIO) services for full investment policy development, portfolio management, and risk oversight across traditional and alternative asset classes; and comprehensive Full/Multi-Family Office Support combining investment management with tax planning coordination, trust and estate support, consolidated reporting, philanthropy and lifestyle management, and next-generation education. Client reporting is delivered through a Tamarac Inc. client portal offering consolidated dashboards across all accounts. Alternative investment access is provided through the firm's affiliation with Kingsbridge Investment Partners.

Revenue is generated through transparent flat advisory fees rather than commissions or AUM-based pricing, eliminating product-sales conflicts. Go-to-market is relationship-driven: prospective clients engage directly with senior advisors from the first conversation with no junior handoffs, and new business is sourced primarily through referrals from existing clients, attorneys, CPAs, and other professional advisors, supplemented by content marketing, a newsletter, and LinkedIn. Geographic coverage spans Nevada (Las Vegas, Henderson, Summerlin) and Southern California (Newport Beach, Irvine, Costa Mesa, Laguna Beach, Orange County). Leadership is family-controlled, with David J. Dunn (CPWA, CIMA) as President and CIO and Kerri Dunn as EVP and COO.

Name

Kingsbridge Wealth Management

Legal name

Kingsbridge Wealth Management, Inc.

Website

https://kwm.us.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Kingsbridge Wealth Management is an independent, fee-only multi-family office serving high-net-worth and ultra-high-net-worth families in Nevada and Southern California under a flat-fee model, offering CIO-level investment management, OCIO, and full family-office services.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Wealth management
• Multi-family office
• Investment advisory
• Estate planning
• Portfolio management

Headquarters

HQ city

Las Vegas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fee Management: Kingsbridge Wealth Management generates revenue through advisory fees structured as a transparent flat-fee model. This eliminates conflicts of interest common in commission-based advisory relationships. The firm serves as a multi-family office providing investment management, tax planning coordination, estate planning support, and lifestyle oversight services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Kingsbridge Wealth Management is an independent multi-family office that provides investment management, outsourced CIO services, tax and estate planning coordination, consolidated reporting, and lifestyle oversight to high-net-worth and ultra-high-net-worth individuals and families. The firm operates through three integrated service tiers: Targeted Investment Partnership, OCIO Services, and Full Multi-Family Office Support, all delivered on a transparent flat-fee basis with access to both traditional and alternative investments via its affiliation with Kingsbridge Investment Partners.

Product overview

Kingsbridge Wealth Management operates as a multi-family office offering three integrated service tiers: Targeted Investment Partnership for focused CIO-level advisory, OCIO Services for dedicated professional investment management, and Full/Multi-Family Office Support for comprehensive wealth coordination. The firm provides investment management across traditional and alternative asset classes through its affiliation with Kingsbridge Investment Partners, combined with tax planning coordination, trust and estate planning support, consolidated reporting, lifestyle management, and next-generation education. All services use a transparent flat-fee pricing structure.

Differentiator

Problem solved

Functional benefit

Products and services

• Targeted Investment Partnership Focused CIO-level investment advice and portfolio support for hands-on investors seeking objective expertise without changing existing tax, estate, or legal advisor relationships. Includes asset allocation, portfolio construction, access to traditional and alternative investments, and consolidated reporting.
• OCIO Services (Outsourced Chief Investment Officer) Outsourced Chief Investment Officer services handling complex investment oversight, including full investment policy development, sophisticated portfolio management across traditional and alternative asset classes, ongoing monitoring, rebalancing, and risk management delivered on a transparent flat-fee structure.
• Full Multi-Family Office Support Comprehensive wealth coordination combining investment management with tax planning coordination, trust and estate support, consolidated reporting across all assets, philanthropy and lifestyle management, and next-generation education frameworks for high-net-worth families.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Kingsbridge Investment PartnerscoreStrategic or Co-development PartnerAffiliated entity providing proprietary access to alternative investments. The firm offers access to alternative investments through its affiliation with Kingsbridge Investment Partners, complementing traditional investment options for clients.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Almanac Wealth Management: Independent RIA and multi-family office serving HNW families with tailored investment management and wealth coordination. Almanac is a comparably-sized peer operating in the same independent, fee-only segment of the wealth management market.
• Aspiriant: Independent, fee-only RIA serving high-net-worth families with comprehensive wealth management, tax planning, and investment advice. Aspiriant directly competes for the same HNW/UHNW household client as Kingsbridge with a similar holistic, advisor-led model.
• Bessemer Trust: One of the largest independent multi-family offices in the U.S., serving UHNW families with integrated investment management, estate planning, and family office services. Bessemer is the closest scaled analog to Kingsbridge's independent, fee-based multi-family office model.
• Mercer Advisors: Large independent RIA providing comprehensive wealth management, estate planning, and tax services to HNW households. Mercer competes in the same HNW multi-family-office segment and is a key consolidator of smaller independent advisory firms like Kingsbridge.
• Pitcairn: Multi-family office that evolved from a single-family office, serving HNW families with integrated investment, estate, and philanthropic services. Pitcairn's service scope and target client closely align with Kingsbridge's full family office offering.
• Crestwood Advisors: Independent multi-family office providing investment advisory, financial planning, and family office services to HNW individuals and families. Crestwood competes head-to-head for UHNW households seeking independent, fee-only advice.
• Angeles Wealth Management: Independent, fee-based multi-family office providing investment management, tax, estate, and family office services to HNW families. Angeles is a similarly-sized peer competing for the same UHNW client archetype.
• Pathstone: Independent multi-family office offering investment management, estate and tax planning, and family governance services to UHNW families. Pathstone's service model and client profile closely mirror Kingsbridge's full multi-family office offering.

Broad incumbents

• Northern Trust Wealth Management: Large, established wealth manager with a dedicated multi-family office practice serving UHNW clients. Northern Trust is a broader incumbent that offers overlapping capabilities but as part of a much larger trust and custody franchise.
• Goldman Sachs Personal Financial Management: Wealth management arm of Goldman Sachs serving HNW and UHNW clients with comprehensive advisory, planning, and investment solutions. As a broad incumbent, it competes for the same client segment but operates with significantly greater scale and brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/kingsbridge-wealth-management-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kingsbridge Wealth Management