Michael Daniel Immerman
Investment adviser representative at Kingsbridge Wealth Management, Inc.
22 yearsExperience
1 stateRegistered in
$469.3MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Kingsbridge Wealth Management, Inc.Aug 2025 to now
- Goldman SachsApr 2022 to Jul 2025
- VacationJan 2022 to Apr 2022
- StudentAug 2021 to Dec 2021
- Goldman SachsJun 2021 to Aug 2021
- StudentJan 2021 to Jun 2021
- Mammoth MountainJan 2021 to Apr 2021
- UbundAug 2020 to Dec 2020
- Blue StartupsAug 2020 to Nov 2020
- Vertica Capital PartnersJun 2020 to Aug 2020
- StudentAug 2019 to May 2020
- RxsenseJun 2019 to Aug 2019
- SunteckttsAug 2018 to May 2019
- Full Time StudentAug 2004 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kingsbridge Wealth Management, Inc.
$469.3MAssets managed
52Clients
5Advisers
14 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
- 7495738
- Firm CRD
- 165560