LIONSBRIDGE WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- JACKSONVILLE BEACH, Florida
- CRD number
- 149019
- Registered since
- May 21, 2018
- Website
- lbwm.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.61%
- Individuals10.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lionsbridge Wealth Management LLC is an independent, SEC-registered registered investment adviser formed in 2018 that provides fee-based portfolio management primarily to individuals and families. The firm operates as a limited liability company with a domestic owner structure and bills clients on a percentage-of-AUM basis. Its stated advisory focus is portfolio management for individuals and small businesses. Lionsbridge does not identify as an active ESG investor, is not a multi-state adviser under the firm's reporting, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2CAROLYN HAM
Chief Operating OfficerCRD 2601189
BRADLEY RIDINGER
Chief Investment OfficerCRD 4351074
Contacts
1 of 1RICHARD ZANGHETTI
Managing DirectorCRD 1568357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$114M in ETFs
65%
$73.9M
30%
$40.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $13M | 141,754 | 11.39% |
Location
JACKSONVILLE BEACH, FL
DUVAL
Location
JACKSONVILLE BEACH, FL
Headquartered in JACKSONVILLE BEACH, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 1514 Roberts Dr
- Time zone
- ET (UTC-5)
- Office locations
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