Natural Bridges Financial Advisors Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 148056
· SEC file 801-132940
· Santa Cruz, CA
· www.linkedin.com
☆ Save with Pro
ADV data as of Jun 10, 2026
- Regulatory AUM
- $156M
- Discretionary
- $156M
- Clients
- 80
- Avg AUM / client
- $1.9M
- Accounts
- 319
- Employees
- 3
AUM over time
$106M
$156M
May 2025
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $2.8M | 1.8% |
| High net worth individuals | 74 | $153M | 98.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Lewis Wentzien | Registered representative | CFP | Feb 2017 (9y) | |
| Sarah Russell Brown | Registered representative | CFP | Apr 2024 (2y) | |
| Anabel Diaz Garcia | Registered representative | CFP | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Truist Financial Corp $156M (100% of AUM) Jun 2026
- Altruist Financial $156M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗