Evelyn Foo
Kingsbridge Wealth Management · Newport Beach, California
Evelyn Foo is a fee-only financial advisor at Kingsbridge Wealth Management in Newport Beach, California. Kingsbridge Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Kingsbridge Wealth Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $469.3M across 52 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7794795 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.kingsbridgewm.us.com |
How Evelyn'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 Evelyn
Is Evelyn Foo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evelyn 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 Evelyn charge for financial advice?
Evelyn's firm, Kingsbridge Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Evelyn Foo based?
Evelyn Foo is based in Newport Beach, California.
Is Evelyn Foo registered with the SEC?
Yes. Evelyn Foo is registered as an investment adviser representative in CA and TX (CRD 7794795), 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 Evelyn Foo?
Through Evelyn's website, www.kingsbridgewm.us.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
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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