Knightsbridge Wealth Management
Knightsbridge Wealth Management is an independent, 100% employee owned, fee-only Registered Investment Advisor. We are experienced investment professionals dedicated to building deep relationships with our clients based on trust and mutual respect. Every recommendation we make is based solely on helping you achieve your personal life goals. Working with a boutique firm, you have direct access to the people making the investment decisions. Our personal money is always invested alongside yours. Our job is to make it as easy as possible to get your money working for you, by setting up accounts and choosing the investments we would choose for ourselves. We also advise you on all your financial affairs: initiating retirement plans for your business, recommending 401k options, developing sustainable spending plans, etc. Knightsbridge Wealth Management is headquartered in Newport Beach, CA, and was formed in 2020 through the merger of Knightsbridge Asset Management, LLC and Buffalo Capital Corporation. Both firms have a history of helping individuals and families achieve their financial goals for over 20 years.
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Verified contacts
18
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
136
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- MY
Miles Yourman
Principal and Portfolio Manager · Finance & Accounting
EmailPhone - PC
Patty Conover
Vice President of Administration and Marketing · Other
EmailPhone - JG
Jim Garrison
Wealth Advisor · Finance & Accounting
EmailPhone - DC
Dean Caldarelli
Portfolio Analyst · Finance & Accounting
EmailPhone - JV
Jeff Vieth
Principal · General Business & Management
EmailPhone - LM
Lindsey Monina
Wealth Advisor · Finance & Accounting
EmailPhone - HB
Hailee Brigman
Client Service Associate · Customer/Client Service
EmailPhone - RD
Ryan Dixon
Analyst · Finance & Accounting
EmailPhone - AP
Angela Perez
,, · Other
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Knightsbridge Wealth Management
13 distinct titles indexed · top 10 shown.
- 3analyst
- 2client service associate
- 2wealth advisor
- 1,,
- 1advisor, chief operating officer and chief compliance officer
- 1chief operating officer and chief compliance officer
- 1client services associate
- 1portfolio analyst
- 1president
- 1principal
- +3more titles
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