Lionsbridge Wealth Management LLC
Lionsbridge Wealth Management LLC is a Registered Investment Advisor headquartered in Jacksonville Beach, Florida. Founded in 2011, the firm serves primarily high net worth individuals, offering wealth management solutions, financial and estate planning, and portfolio construction using both traditional and alternative investments. The team has over 100 years of combined experience working with affluent clients and prides itself on personalized, independent advice and a low client-to-advisor ratio. As of May 2025, the firm has 3 employees.
Investment Strategy
Lionsbridge Wealth Management focuses on comprehensive wealth strategies tailored to client vision, emphasizing family protection, tax minimization, capital preservation, and sustainable growth. The firm designs customized portfolios encompassing both traditional and alternative investments, trust and estate planning, and financial planning. Their philosophy is grounded in independent, unbiased advice, deep understanding of individual client goals and values, and the construction of personalized strategies to minimize risk and maximize wealth, all delivered through a high-touch, low client-to-advisor service model.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPIE | J P MORGAN EXCHANGE TRADED F | 6.40% | $6.5M | 140,008 | $45.60 | $46.41 | +$119.6K |
G GRNY | TIDAL TRUST I | 5.93% | $6.0M | 240,685 | $23.21 | $24.99 | +$1.8M |
S SPMO | INVESCO EXCH TRADED FD TR II | 4.42% | $4.5M | 37,084 | $115.24 | $121.06 | +$1.7M |
P PWR | QUANTA SVCS INC | 3.64% | $3.7M | 8,916 | $115.29 | $414.42 | +$331.6K |
J JCPB | J P MORGAN EXCHANGE TRADED F | 3.59% | $3.6M | 76,663 | $47.03 | $47.55 | -$2.2M |