STONEBRIDGE WEALTH MANAGEMENT LLC

1010 Jorie Blvd
Suite 144
Oak Brook, Illinois 60523
Tel: (630) 230-1830

About STONEBRIDGE WEALTH MANAGEMENT LLC

STONEBRIDGE WEALTH MANAGEMENT LLC, formally registered with the SEC as STONEBRIDGE WEALTH MANAGEMENT LLC. The firm was established in 04/02/2018. They have over 1 offices throughout the country.

STONEBRIDGE WEALTH MANAGEMENT LLC is a Oak Brook, Illinois based Financial Planning firm with nearly $213,741,113 assets under management, offering retirement planning & investment advisory services to 943 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285693
SEC#	801-112745
Assets Managed by Firm	$213,741,113
No. of Clients	943
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	943	$213,741,113
Individuals (other than high net worth individuals)	188	$62,261,122
High net worth individuals	72	$151,479,991

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