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 investment adviser (registered in 2018) that manages fee-based portfolios for individual and family clients. The firm is organized as an LLC and focuses on portfolio management for individuals and small businesses, charging a percentage-of-AUM advisory fee. Its public filings identify an affiliation with real estate brokerage activity, which aligns with the firm’s allocation to real-estate-oriented alternative managers.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$91.3M in ETFs
60%
$54.3M
32%
$37M
| 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 | $6.2M | 67,804 | 6.81% |
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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