# Michael Immerman

> Michael Immerman 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.

Page: https://find.wellspent.co/advisors/michael-immerman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kingsbridge Wealth Management
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $469.3M across 52 accounts
- **CRD:** 7495738 (https://adviserinfo.sec.gov/individual/summary/7495738)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2022), Series 66 (2025)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.kingsbridgewm.us.com

## Frequently asked questions

### Is Michael Immerman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

Michael's firm, Kingsbridge Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Michael Immerman based?

Michael Immerman is based in Newport Beach, California.

### Is Michael Immerman registered with the SEC?

Yes. Michael Immerman is registered as an investment adviser representative in CA (CRD 7495738), 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 Michael Immerman?

Through Michael's website, www.kingsbridgewm.us.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7495738): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.