Overview
Assets Under Management: $119 million
Headquarters: FRISCO, TX
High-Net-Worth Clients: 29
Average Client Assets: $4 million
Frequently Asked Questions
STONEBRIDGE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146775), STONEBRIDGE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
STONEBRIDGE WEALTH MANAGEMENT, LLC is headquartered in FRISCO, TX.
STONEBRIDGE WEALTH MANAGEMENT, LLC serves 29 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, STONEBRIDGE WEALTH MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
STONEBRIDGE WEALTH MANAGEMENT, LLC manages $119 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, STONEBRIDGE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.24
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 123
Discretionary Accounts: 123
Regulatory Filings
CRD Number: 146775
Last Filing Date: 2025-01-30 00:00:00
Website: https://stonebridgewealth.com