{
  "crd_number": 149019,
  "slug": "lionsbridge-wealth-management-llc-jacksonville-beach-fl-149019",
  "primary_business_name": "LIONSBRIDGE WEALTH MANAGEMENT LLC",
  "legal_name": "LIONSBRIDGE WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Jacksonville Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "27260",
  "metro": {
    "cbsa_code": "27260",
    "common_name": "Jacksonville",
    "msa_name": "Jacksonville, FL",
    "path": "/advisors/fl/jacksonville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-21",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-07-17",
  "carried_forward": false,
  "raum_total": 122426489.0,
  "raum_discretionary": 122426489.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 12714510.0,
      "count": 27
    },
    "high_net_worth_individuals": {
      "raum": 109711979.0,
      "count": 41
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://lbwm.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149019",
  "city_as_filed": "JACKSONVILLE BEACH",
  "url": "https://advisorcensus.com/firm/lionsbridge-wealth-management-llc-jacksonville-beach-fl-149019",
  "display_name": "Lionsbridge Wealth Management LLC",
  "summary": "Lionsbridge Wealth Management LLC is an SEC-registered investment advisory firm in Jacksonville Beach, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 17, 2026.",
  "citation": "AdvisorCensus. Lionsbridge Wealth Management LLC (CRD 149019): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Lionsbridge Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lionsbridge Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Lionsbridge Wealth Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 17, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.9% a year; $2,000,000 to $5,000,000: 0.75% a year; $5,000,000 to $10,000,000: 0.5% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Lionsbridge Wealth Management LLC located?",
      "a": "Lionsbridge Wealth Management LLC's principal office is in Jacksonville Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Lionsbridge Wealth Management LLC registered with the SEC or a state?",
      "a": "Lionsbridge Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 149019."
    },
    {
      "q": "How much does Lionsbridge Wealth Management LLC manage?",
      "a": "Lionsbridge Wealth Management LLC reports $122,426,489 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Lionsbridge Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lionsbridge Wealth Management LLC: Regulatory assets under management: $124,920,451 in the October 2021 data and $122,426,489 in the October 2026 data, down 2%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lionsbridge Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (27)."
    },
    {
      "q": "Which custodians does Lionsbridge Wealth Management LLC use?",
      "a": "Lionsbridge Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lionsbridge Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149019"
    },
    {
      "q": "What changed in Lionsbridge Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)). Employees performing advisory functions went from 0 to 2."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 124920451.0,
      "total_employees": 3,
      "filing_date": "2021-02-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 137363515.0,
      "total_employees": 3,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 120130129.0,
      "total_employees": 3,
      "filing_date": "2023-02-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 128916754.0,
      "total_employees": 3,
      "filing_date": "2024-04-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 132260621.0,
      "total_employees": 3,
      "filing_date": "2025-05-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 122426489.0,
      "total_employees": 3,
      "filing_date": "2026-07-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)).",
        "Employees performing advisory functions went from 0 to 2."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $2,000,000",
        "rate": "0.9%"
      },
      {
        "band": "$2,000,000 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $10,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1% a year",
          "$1,000,000 to $2,000,000: 0.9% a year",
          "$2,000,000 to $5,000,000: 0.75% a year",
          "$5,000,000 to $10,000,000: 0.5% a year",
          "Above $10,000,000: see the brochure"
        ],
        "quotes": [
          "The LBWM fee schedule is calculated and charged on assets invested and managed in our investment models. The fees are calculated on the average monthly balance in the account.",
          "Account Size Asset Based Fee <$1MM 1.00% $1MM - $2MM .90 – 1.00% $2MM - $5MM .75 - .90% $5MM - $10MM .50 - .75% >$10MM Negotiable"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.0,
          "max": 2000000.0,
          "rate_pct": 0.9
        },
        {
          "min": 2000000.0,
          "max": 5000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 5000000.0,
          "max": 10000000.0,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The LBWM fee schedule is calculated and charged on assets invested and managed in our investment models. The fees are calculated on the average monthly balance in the account.",
      "Account Size Asset Based Fee <$1MM 1.00% $1MM - $2MM .90 – 1.00% $2MM - $5MM .75 - .90% $5MM - $10MM .50 - .75% >$10MM Negotiable"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lionsbridge-wealth-management-llc-jacksonville-beach-fl-149019.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 12714510.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 41,
      "fewer_than_5": false,
      "raum": 109711979.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149019",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}