KNIGHTSBRIDGE WEALTH MANAGEMENT
SEC RegisteredSophisticated wealth management
About the firm
Knightsbridge is a company rooted in investment management with the expertise, qualifications, and capabilities to manage wealth responsibly. Knightsbridge Wealth Management serves as a 'financial quarterback,' working closely with CPAs, attorneys, and third-party administrators to ensure clients' financial needs are met. The firm takes a proactive, tax-sensitive approach and acts as a fiduciary, always acting in clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers active investment management (asset allocation, security selection, risk management, behavioral psychology), private investments, liquidity event navigation (sale of business, inheritance, IPOs), and legacy planning including charitable giving, estate planning, and wealth transfer. Portfolios are tailored to individual objectives and risk profiles, with tax sensitivity built in from the front end.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 184 | $56M |
| High Net Worth Individuals | 333 | $903M |
| Pension/Profit Sharing Plans | 1 | $31M |
| Charitable Organizations | 18 | $66M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KNIGHTSBRIDGE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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