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LionsBridge Wealth Management, LLC

EST. AUM
$122,426,489

CONTACTS

CLIENT ACCOUNTS
189

Firm Details

Metro area Jacksonville
CRD Number 149019
Website lbwm.net
Client types

Overview

LionsBridge Wealth Management, LLC is an independent, fee-only registered investment adviser headquartered in Jacksonville Beach, Florida, originally founded in 2008. Operating under a strict fiduciary standard, the firm provides individualized discretionary wealth management and comprehensive financial planning to retail investors, corporate executives, nonprofit organizations, and business owners. The firm differentiates itself through an open-architecture advisory model that eliminates traditional conflicts of interest by rejecting third-party commissions. Its investment philosophy emphasizes flexibility, utilizing cost-efficient, tax-sensitive ETF index strategies during favorable market conditions while implementing active risk management techniques during periods of heightened market volatility to help preserve client capital.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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