Lionsbridge Wealth Management Llc
- Regulatory AUM
- $122M
- Discretionary
- $122M
- Clients
- 68
- Avg AUM / client
- $1.8M
- Accounts
- 189
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 27 | $12.7M | 10.4% |
| High net worth individuals | 41 | $110M | 89.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Bryan Ridinger | Managing Member | CFA | Nov 2008 (18y) | ≈ 18.75% – 50% via Lionsbridge Capital Holdings, Llc |
| Carolyn Renee Ham | Chief Compliance Officer & Managing Member | Nov 2008 (18y) | Less than 5% | |
| Richard Raymond Zanghetti | Managing Member | Jan 2009 (18y) | ≈ 18.75% – 50% via Lionsbridge Capital Holdings, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lionsbridge Capital Holdings, Llc | Parent Company | Dec 2008 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bradley Bryan Ridinger: 25% – 50% of Lionsbridge Capital Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Richard Raymond Zanghetti: 25% – 50% of Lionsbridge Capital Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 07/17/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: VIOLATIONS OF VARIOUS SECTIONS OF FLORIDA ADMINISTRATIVE CODE RELATING TO: (A) CUSTODY OF CLIENT FUNDS AND SECURITIES RELATIVE TO THE FIRM'S DEDUCTION OF ADVISORY FEES FROM CLIENT ACCOUNTS; (B) FAILURE TO MEET AND MAINTAIN MINIMUM NET CAPITAL REQUIREMENTS; (C) FAILURE TO NOTIFY REGULATOR AND SUSPEND BUSINESS OPERATIONS UPON FAILING TO MEET NET CAPITAL REQUIREMENTS; AND (D) FAILURE TO SUBMIT AUDITED FINANCIAL STATEMENTS TO REGULATOR. Status: Final Sanction Detail: ORIGINAL STIPULATION AND CONSENT AGREEMENT ASSESSED AN ADMINISTRATIVE FINE OF $19,500. IN THE FINAL ORDER, THE ADMINISTRATIVE FINE WAS REDUCED TO $7,500. Summary: DURING THE 3RD AND 4TH QUARTERS OF 2013 AND THE 1ST QUARTER OF 2014, THE FIRM FAILED TO SEND INVOICES TO CLIENTS WHEN FEES WERE DEDUCTED FROM CLIENT ACCOUNTS, A REQUIREMENT OF THE FLORIDA ADMINISTRATIVE CODE. AS A RESULT OF ITS FAILURE TO SEND INVOICES, THE FIRM WAS REQUIRED TO, BUT DID NOT, OBTAIN A SURPRISE EXAMINATION OF CLIENT ASSETS. IN ADDITION, IN 2013, THE FIRM FAILED TO MEET NET CAPITAL REQUIREMENTS FOR CONTINUAL OPERATIONS AND FAILED TO REPORT THIS FAILURE AND ITS FINANCIAL STATEMENTS TO THE REGULATOR, AS REQUIRED BY FLORIDA ADMINISTRATIVE CODE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $122M (100% of AUM) Jul 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: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗