David Dunn
Kingsbridge Wealth Management · Las Vegas, Nevada
David Dunn is a fee-only financial advisor at Kingsbridge Wealth Management in Las Vegas, Nevada. Kingsbridge Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Kingsbridge Wealth Management |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $469.3M across 52 accounts |
| SEC registration | Investment adviser representative in CA, NV, TX · CRD 2514757 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.kingsbridgewm.us.com |
| Profile |
How David's firm compares
- Kingsbridge Wealth Management's average account is about $9.0 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about David
Is David Dunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Kingsbridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Kingsbridge Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is David Dunn based?
David Dunn is based in Las Vegas, Nevada.
Is David Dunn registered with the SEC?
Yes. David Dunn is registered as an investment adviser representative in CA, NV and TX (CRD 2514757), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kingsbridge Wealth Management manage?
Kingsbridge Wealth Management reports $469.3M across 52 accounts in assets under management.
How do I contact David Dunn?
Through David's website, www.kingsbridgewm.us.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Las Vegas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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