SourcingSourcing

LIONSBRIDGE WEALTH MANAGEMENT LLC

B64
CRD 149019·SEC 801-113258·JACKSONVILLE BEACH, FL
AUM
$122.4M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$367K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIONSBRIDGE WEALTH MANAGEMENT LLC
CRD
149019
SEC file #
801-113258
EIN
—
DBA names
—

Economics

AUM
$122.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$107.5M → $122.4M▲ +14%
Client mix
Individuals High Net Worth41
Individuals Other27

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
JACKSONVILLE BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
lbwm.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LIONSBRIDGE CAPITAL HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
LIONSBRIDGE CAPITAL HOLDINGS, LLC
HAM, CAROLYN, RENEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LBWM.NET
Rdap Domain Creation Date
2013-05-06T16:35:07Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-06T16:35:07Z
Rdap Domain Last Changed
2022-10-02T17:55:59Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
RIDINGER, BRADLEY, BRYAN
IAR · Executive Officer · 2.5%
4351074
HAM, CAROLYN, RENEE
IAR · Executive Officer · 2.5%
2601189
ZANGHETTI, RICHARD, RAYMOND
IAR · Executive Officer · 2.5%
1568357