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⚲
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| Lionsbridge Wealth Management LLC
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|
|---|---|
| CRD # | 149019 |
| SEC # | 801-113258 |
| CIK # | 0001800533 |
| AUM | $122.4 M (2026-04-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 904-897-0390 |
| Address | 1514 Roberts Drive Jacksonville Beach, FL 32250 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001800533 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Quanta Services Inc | 5.0 | ||
| SPDR Gold Trust | 3.0 | ||
| Conocophillips | 2.2 | ||
| Ikonics Corp | 2.1 | ||
| Apple Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Microsoft Corp | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 12.7 |
| (b) Individuals (high net worth individuals) | 41 | 109.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 189 | 122.4 |
| By Discretionary | ||
| Discretionary | 189 | 122.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 189 | 122.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.4 | |
| Total | 189 | 122.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800533] |
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|---|---|---|
|
Worth Financial Group Inc
✚
|
TX | 0.1 |
|
Legacy Financial Services Group Inc
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MI | 0.1 |
|
Contango Wealth Management LLC
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CA | 0.1 |
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RALL Capital Management Inc
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FL | 0.1 |
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TC Financial Management Co Inc
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NJ | 0.1 |
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Elevated Wealth LLC
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0.1 | |
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UAK Diversified LLC
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0.1 | |
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Kahn Financial Group Inc
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FL | 0.1 |
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Trillium Investments LLC
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CA | 0.1 |
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FNEX Wealth LLC
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IN | 0.1 |