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Teresa Ann Wagner

Knightsbridge Wealth Management

Newport Beach, CA

CRD 5139615

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Employer firm

Knightsbridge Wealth Management CRD 110347

$1.12B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Knightsbridge Wealth Management

450 Newport Center Dr Suite 630, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-24
  • CA RA
    APPROVED
    Since 2022-03-24

Branch Locations

450 Newport Center Dr Suite 630, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Knightsbridge Asset Management, Llc Newport Beach CA 01/2006 Present
  • 01/2006 → Present
    Knightsbridge Asset Management, Llc
    Newport Beach, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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OCVC, LLC
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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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