NATURAL BRIDGES FINANCIAL ADVISORS LLC

NATURAL BRIDGES FINANCIAL ADVISORS LLC of SANTA CRUZ, CA is an SEC-registered investment adviser (CRD 148056). Regulatory assets under management: $155.8M.

Registration

• CRD: 148056
• SEC file number: 801-132940
• Type: Registered investment adviser
• Location: 627 CENTER STREET, SANTA CRUZ, CA, 95060
• Phone: 831-421-0700
• Latest filing: 2026-06-10
• Regulatory AUM: $155.8M
• Discretionary AUM: $155.8M
• Clients: 3
• Accounts: 319

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148056 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search