Jeffrey Vieth

KNIGHTSBRIDGE WEALTH MANAGEMENT

NEWPORT BEACH, CA 92660

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CRD#: 454690

Professional summary

Jeffrey Vieth, CFP®, who also goes by Jeff VIeth, Jeffrey P Vieth, P Jeffrey Vieth, Peter Jeffrey Vieth, is a registered financial advisor currently at KNIGHTSBRIDGE WEALTH MANAGEMENT located in Newport Beach, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Vieth | Jeffrey P Vieth | P Jeffrey Vieth | Peter Jeffrey Vieth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MR. VIETH IS ALSO PRESIDENT AND OWNER OF THE VIETH COMPANY, DBA SWISS RESERVE CORPORATION IF AMERICA, A CALIFORNIA CORPORATION, WHICH PROVIDES CONTRACT OFFICE SERVICES TO INDIVIDUALS AND SMALL COMPANIES. THE BUSINESS WAS STARTED BY MR. VIETH IN FEBRUARY 1978. MR. VIETH SPENDS APPROXIMATELY FIVE HOURS PER MONTH ADMINISTERING THIS BUSINESS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Vieth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

July 27, 2020 - Present

KNIGHTSBRIDGE WEALTH MANAGEMENT

Office #1: 450 Newport Center Drive Suite 630, Newport Beach, CA 92660

RIA

CRD#: 110347

NEWPORT BEACH, CA

Past

April 24, 2012 - July 23, 2020

BUFFALO CAPITAL CORPORATION

RIA

CRD#: 111064

NEWPORT BEACH, CA

Past

March 9, 1987 - December 16, 1987

MERRIMAN CAPITAL, INC.

CRD#: 18296

Past

April 19, 1983 - September 16, 1996

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

May 22, 1975 - August 10, 1978

INVESTOGENIC SERVICES, INC.

CRD#: 4076

Past

August 17, 1973 - June 24, 1975

M. P. KRUSE & COMPANY, INC.

CRD#: 918

Past

October 2, 1972 - September 15, 1973

MUTUAL FUND INVESTORS, INC.

CRD#: 605

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KNIGHTSBRIDGE WEALTH MANAGEMENT

KNIGHTSBRIDGE ASSET MANAGEMENT LLC | KNIGHTSBRIDGE WEALTH MANAGEMENT

CRD#: 110347 / SEC#: 801-55731

RIA

Registered Investment Advisory firm - (7/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/27/2020)

IAR

Texas
(3/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/16/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/6/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/16/1983

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 9/18/1972

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/19/1983

General Securities Principal Examination

Current Firm

KNIGHTSBRIDGE WEALTH MANAGEMENT

KNIGHTSBRIDGE ASSET MANAGEMENT LLC | KNIGHTSBRIDGE WEALTH MANAGEMENT

CRD#: 110347 / SEC#: 801-55731

RIA

Registered Investment Advisory firm - (7/31/1998 Approved)

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Contact information

Main Address

450 Newport Center Dr Suite 630, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 644-4444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KNIGHTSBRIDGE WEALTH MANAGEMENT FORM ADV, PART 2A BROCHURE (3/28/2025)

KNIGHTSBRIDGE WEALTH MANAGEMENT FORM ADV, PART 2A WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,386
AUM (Assets Under Management)	$ 833,486,922

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jeffrey Vieth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Vieth's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUFFALO CAPITAL CORPORATION

MERRIMAN CAPITAL, INC.

TITAN/VALUE EQUITIES GROUP, INC.

INVESTOGENIC SERVICES, INC.

M. P. KRUSE & COMPANY, INC.

MUTUAL FUND INVESTORS, INC.

Primary Firm SEC Registration

KNIGHTSBRIDGE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/16/1993

Series 63

Date: 6/6/1983

Series 7

Date: 4/16/1983

Series 1

Date: 9/18/1972

Series 24

Date: 5/19/1983

Current Firm

KNIGHTSBRIDGE WEALTH MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KNIGHTSBRIDGE WEALTH MANAGEMENT

TRUST BUT VERIFY

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