Kingsbridge Wealth Management, Inc.

Who works here

• DD
  David James Dunn
• EF
  Evelyn Foo
• KD
  Kerri Lynn Dunn
• MO
  Martin Tico Orton
• MI
  Michael Daniel Immerman

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Kingsbridge Wealth Management, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

165560