Teresa Ann Wagner
Investment adviser representative at Knightsbridge Wealth Management
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Knightsbridge Wealth ManagementMar 2022 to now
- Knightsbridge Asset Management, LLCJan 2006 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Knightsbridge Wealth Management
Legal name: Knightsbridge Asset Management LLC
$1.1BAssets managed
546Clients
10Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5139615
- Firm CRD
- 110347