# Lionsbridge Wealth Management LLC

> 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.

- CRD: 149019
- Filed as: LIONSBRIDGE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville Beach, FL
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149019
- AdvisorCensus page: https://advisorcensus.com/firm/lionsbridge-wealth-management-llc-jacksonville-beach-fl-149019

## Quick answers

**How is Lionsbridge Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lionsbridge Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Lionsbridge Wealth Management LLC charge?**
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.

**Where is Lionsbridge Wealth Management LLC located?**
Lionsbridge Wealth Management LLC's principal office is in Jacksonville Beach, FL, according to its Form ADV.

**Is Lionsbridge Wealth Management LLC registered with the SEC or a state?**
Lionsbridge Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 149019.

**How much does Lionsbridge Wealth Management LLC manage?**
Lionsbridge Wealth Management LLC reports $122,426,489 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (100% discretionary).

**How have Lionsbridge Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Lionsbridge Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (27).

**Which custodians does Lionsbridge Wealth Management LLC use?**
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.

**Does Lionsbridge Wealth Management LLC report any disciplinary disclosures?**
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

**What changed in Lionsbridge Wealth Management LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 17, 2026)

- 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

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $122,426,489
- Discretionary: $122,426,489
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $12,714,510 |
| High net worth individuals | 41 | $109,711,979 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lbwm.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $124,920,451 | 3 | February 27, 2021 |
| October 2022 | $137,363,515 | 3 | March 17, 2022 |
| October 2023 | $120,130,129 | 3 | February 15, 2023 |
| October 2024 | $128,916,754 | 3 | April 16, 2024 |
| October 2025 | $132,260,621 | 3 | May 27, 2025 |
| October 2026 | $122,426,489 | 3 | July 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lionsbridge Wealth Management LLC (CRD 149019): Form ADV filing data as of October 2026.