AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JM

Joshua D. Meier

KNIGHTSBRIDGE WEALTH MANAGEMENT
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 7330995
JM

Professional summary

Joshua David Meier is a registered financial advisor currently at KNIGHTSBRIDGE WEALTH MANAGEMENT located in Newport Beach, California.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Joshua has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Primary Occupation: Owner/partner/attorney, Meirer Law Firm Solicitor: Knightsbridge Wealth Management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Meier'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®
None

Experience

Current

January 22, 2021 - Present

KNIGHTSBRIDGE WEALTH MANAGEMENT

Office #1: 450 Newport Center Drive Suite 630, Newport Beach, CA 92660
RIA
CRD#: 110347
Newport Beach, CA

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".
KW
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
(1/22/2021)

Exams

Current Firm

KW
KNIGHTSBRIDGE WEALTH MANAGEMENT
KNIGHTSBRIDGE ASSET MANAGEMENT LLC | KNIGHTSBRIDGE WEALTH MANAGEMENT

CRD#: 110347 / SEC#: 801-55731

RIA
Registered Investment Advisory firm - (7/31/1998 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
13

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,386
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.

Company Information

KNIGHTSBRIDGE WEALTH MANAGEMENT

CRD#: 110347Newport Beach, CA 92660

TRUST BUT VERIFY

Monitor Joshua Meier

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Barton S Pearce
Barton PearceAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
IRVINE, CA
Ryan Anthony Gallo
Ryan GalloAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
FULLERTON, CA
Michael Gregory Jensen
Michael JensenAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
Irvine, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics