Michael D. Immerman

KINGSBRIDGE WEALTH MANAGEMENT

NEWPORT BEACH, CA 92660

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CRD#: 7495738

Professional summary

Michael Daniel Immerman is a registered financial advisor currently at KINGSBRIDGE WEALTH MANAGEMENT, INC. located in Newport Beach, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Daniel Immerman'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

August 20, 2025 - Present

KINGSBRIDGE WEALTH MANAGEMENT, INC.

Office #1: 1400 Newport Center Dr Suite 280, Newport Beach, CA 92660

RIA

CRD#: 165560

NEWPORT BEACH, CA

Past

June 3, 2022 - August 12, 2025

GOLDMAN SACHS & CO. LLC

CRD#: 361

BOSTON, MA

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".

KINGSBRIDGE WEALTH MANAGEMENT, INC.

KINGSBRIDGE INVESTMENT PARTNERS LLC | KINGSBRIDGE WEALTH MANAGEMENT, INC.

CRD#: 165560 / SEC#: 801-77197

RIA

Registered Investment Advisory firm - (10/1/2012 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
(8/20/2025)

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 66

Date: 8/18/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/24/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/3/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/26/2022

Securities Industry Essentials Examination

Current Firm

KINGSBRIDGE WEALTH MANAGEMENT, INC.

KINGSBRIDGE INVESTMENT PARTNERS LLC | KINGSBRIDGE WEALTH MANAGEMENT, INC.

CRD#: 165560 / SEC#: 801-77197

RIA

Registered Investment Advisory firm - (10/1/2012 Approved)

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Contact information

Main Address

1140 N. Town Center Drive Suite 265, Las Vegas, NV 89144

Mailing Address

Phone number

(702) 947-5160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KINGSBRIDGE WEALTH MANAGEMENT ADV PART 2A (8/5/2025)

Regulatory assets under management

Total Number of Accounts	215
AUM (Assets Under Management)	$ 379,986,594

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/17/2024	Cover Page	Report
10/16/2023	Cover Page	Report
11/09/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Michael D. Immerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Daniel Immerman's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

KINGSBRIDGE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/2025

Series 63

Date: 6/24/2022

Series 7TO

Date: 6/3/2022

SIE

Date: 4/26/2022

Current Firm

KINGSBRIDGE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KINGSBRIDGE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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