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LIONSBRIDGE WEALTH MANAGEMENT LLC
CRD 149019 · SEC 801-113258
1514 ROBERTS DRIVE, JACKSONVILLE BEACH, FL, 32250, United States
Phone
904-897-0390
Fax
904-485-8456
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.4M
Discretionary AUM
$122.4M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $12.7M |
| High net worth individuals | 41 | $109.7M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD