SR. Vice President · Kingsbridge Wealth Management, Inc.
Martin T. Orton
CRD 2785924 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Kingsbridge Wealth Management, Inc., an SEC-registered wealth manager based in LAS Vegas, NV with $469 million in regulatory assets, lists Martin T. Orton on its Form ADV as SR. Vice President, a control person. The SEC filings also name Martin at 1 other registered adviser.
Firms and roles
- Kingsbridge Wealth Management, Inc.SR. Vice PresidentWealth manager · LAS Vegas, NV · $469M in regulatory assets
- Kingsbridge Investment Partners LLCSR. Vice President/memberPrivate fund adviser · LAS Vegas, NV · $283M in regulatory assets
AtlasMembers
Martin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kerri L. DunnExecutive Vice President and Chief Compliance Officer, Kingsbridge Wealth Management, Inc.
- David J. DunnPresident, Kingsbridge Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Martin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.