LIONSBRIDGE WEALTH MANAGEMENT LLC
SEC RegisteredWhat matters most to you?
About the firm
LionsBridge Wealth Management creates and implements wealth enhancing strategies based on clients' individual visions, with a core commitment to putting client interests first and delivering unbiased and independent advice. The firm strives to build client loyalty through trust, integrity, and unsurpassed service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio construction using traditional and alternative investments, trust, estate and financial planning, tax-sensitive investing, capital protection, family protection, and sustainable growth strategies delivered through an open-architecture investment platform.
Who they serve
Affluent individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 27 | $13M |
| High Net Worth Individuals | 41 | $110M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| <$1MM | 1.00% |
| $1MM - $2MM | 0.95% |
| $2MM - $5MM | 0.83% |
| $5MM - $10MM | 0.63% |
| >$10MM | 0.00% |
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LIONSBRIDGE WEALTH MANAGEMENT LLC 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.