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Principal, Portfolio Manager · Knightsbridge Wealth Management

Miles E. Yourman

CRD 5173072 · Named on Form ADV at one SEC-registered adviser

At a glance

Knightsbridge Wealth Management, an SEC-registered wealth manager based in Newport Beach, CA with $1.1 billion in regulatory assets, lists Miles E. Yourman on its Form ADV as Principal, Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Miles’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John G. PrichardPresident & Chief Investment Officer, Knightsbridge Wealth Management
  • Teresa A. WagnerChief Operating Officer & Chief Compliance Officer, Knightsbridge Wealth Management
  • Kurt E. BeimfohrPrincipal, Knightsbridge Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Miles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.