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Evelyn Foo

Investment adviser representative at Kingsbridge Wealth Management, Inc.
10 yearsExperience
2 statesRegistered 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

10 years in the industry.

  1. Kingsbridge Wealth Management, Inc.Jun 2024 to now
  2. UnemployedNov 2023 to May 2024
  3. Realcadre LLCJul 2023 to Oct 2023
  4. UnemployedDec 2022 to Jun 2023
  5. Blackrock IncFeb 2022 to Dec 2022
  6. Blackrock SingaporeApr 2018 to Jan 2022
  7. Pilgrim Partners AsiaApr 2016 to Mar 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

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
7794795
Firm CRD
165560
Advisor's SEC record (opens in a new tab)
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