Skip to content
TrustList
Kingsbridge Wealth Management logo
Investor

Kingsbridge Wealth Management

Independent multi-family office and investment firm advising high-net-worth families on wealth and portfolios

Write a review
Visit WebsiteGet introducedWrite a Review
Own this listing? Claim it
Kingsbridge Wealth Management cover

About Kingsbridge Wealth Management

Kingsbridge Wealth Management runs as an independent multi-family office and investment firm for wealthy families. It was formed in 2008 and describes its role as working for clients rather than for a parent institution. Offices are in Las Vegas and Newport Beach.

What Kingsbridge Wealth Management does

  • Family office coordination: helps a family manage and oversee the different parts of its financial affairs.
  • Investment management: portfolio construction, including advice at chief investment officer level.
  • Estate planning and administration: support with planning for and running estates.
  • Tax planning and record keeping: organising tax matters and financial paperwork.
  • Philanthropy and bill payment: giving strategy and day-to-day payment support.

Who it serves

High-net-worth families, including those the firm describes as ultra-high-net-worth.

Key facts

  • Based in: Las Vegas and Newport Beach, USA
  • Founded: 2008
  • Status: independent investment adviser, not tied to a product range

Profile written by TrustList from the business's own published information, Sep 2026.

What the business tells TrustList

Founded
2008 (18 years) evidence sent

Ask TrustList to introduce you to Kingsbridge Wealth Management

TrustList reads every request before passing it on, and sends it only where the funder's stage and focus look like a fit. We do not charge for introductions, and we cannot promise a reply.

Protected by reCAPTCHA — Google Privacy Policy and Terms apply.

Reviews

Write the first review of Kingsbridge Wealth Management

Used it? Your experience helps other buyers decide.

Write a review

Questions & answers

No questions yet. Be the first to ask about Kingsbridge Wealth Management.

Kingsbridge Wealth Management alternatives

Similar listings buyers compare against this one.

Compare side by side
Applied Materials logo

Applied Materials

Semiconductor and display equipment maker that also invests in startups through venture and research programmes

Boston Scientific logo

Boston Scientific

Medical device manufacturer making implants and therapies for heart, cancer and spinal conditions

Analog Devices logo

Analog Devices

Semiconductor and sensing company selling components and design tools to engineers in industrial, automotive and healthcare markets

Techstars logo

Techstars

Global startup accelerator and early-stage investor running city and sector programmes for founders

Insight Partners logo

Insight Partners

Global software investor backing growth-stage technology companies with capital and in-house operating specialists

Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.