# KINGSBRIDGE WEALTH MANAGEMENT, INC.

KINGSBRIDGE WEALTH MANAGEMENT, INC. of LAS VEGAS, NV is an SEC-registered investment adviser.

## Registration

- CRD: 165560
- Type: SEC-registered investment adviser
- SEC file number: 801-77197
- Location: 1140 N. TOWN CENTER DRIVE, SUITE 265, LAS VEGAS, NV, 89144
- Phone: 702-947-5160
- Latest filing: 2026-03-10
- Regulatory AUM: $469.3M
- Discretionary AUM: $469.3M
- Clients: 8
- Accounts: 52

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Donald Edwin Hall | TRUSTEE | Pasadena, CA |
| David James Dunn | PRESIDENT; TRUSTEE | — |
| Kerri Lynn Dunn | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Martin Tico Orton | SR. VICE PRESIDENT | — |
| Jessica B Holzman | TRUSTEE | — |
| Edward Michael Holzman | TRUSTEE | — |
| Gina Knox | TRUSTEE | — |
| DUNN WILLIAM JAMES | PRESIDENT; PRESIDENT, CCO; TRUSTEE | — |
| DUNN KERRI LYNN | CHIEF COMPLIANCE OFFICER; DIRECTOR/TREASURER; EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| HALL JAMES EDWIN | TRUSTEE; TRUSTEEE | — |
| ORTON MARTIN TICO | SR. VICE PRESIDENT; VICE PRESIDENT | — |
| HOLZMAN JESSICA B | TRUSTEE | — |
| HOLZMAN EDWARD MICHAEL | TRUSTEE | — |
| KNOX GINA | TRUSTEE | — |
| Jessica B. Holzman | TRUSTEE | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEWPORT BEACH | CA | 2 | 702-947-5160 |
| NEWPORT BEACH | CA | 2 | 702-947-5160 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165560/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165560/similar
- Related entities: https://search.stillhousedata.com/firm/165560/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165560

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.