WealthBridge Advisors

WealthBridge Advisors is a premier wealth management firm based in Riyadh, Saudi Arabia, specializing in delivering personalized financial planning and investment advisory services to high-net-worth individuals, families, and institutional clients. Established in 2020 by financial expert Khalid Al-Mohammed, the firm focuses on helping clients preserve and grow their wealth through tailored investment strategies, estate planning, tax optimization, and retirement solutions. WealthBridge Advisors is known for its bespoke approach, ensuring that each client’s financial goals are met with custom investment portfolios.

The firm provides a range of services, including portfolio management, real estate investment advisory, estate planning, and tax efficiency solutions. WealthBridge Advisors has helped numerous clients secure stable, long-term wealth growth through diversified portfolios in sectors such as real estate, private equity, and fixed income. A key success for the firm was advising a Saudi family office in restructuring its investment portfolio, leading to a 15% increase in annual returns.

WealthBridge Advisors operates with values of integrity, professionalism, and excellence. In 2023, the firm reported assets under management (AUM) of SAR 2 billion, with revenues of SAR 200 million. Looking ahead, WealthBridge Advisors plans to expand its offerings by introducing sustainable and impact investment products, enhancing its reputation as a leading wealth management firm in the region.