6160 Warren Parkway
Suite 100
Frisco, Texas 75034
Tel: 972-418-2946
STONEBRIDGE WEALTH MANAGEMENT, LLC, formally registered with the SEC as STONEBRIDGE WEALTH MANAGEMENT, LLC. The firm was established in 05/27/2022. They have over 1 offices throughout the country.
STONEBRIDGE WEALTH MANAGEMENT, LLC is a Frisco, Texas based Financial Planning firm with nearly $119,472,277 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 1 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 146775 |
SEC# | 801-125746 |
Assets Managed by Firm | $119,472,277 |
No. of Clients | 123 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 123 | $119,472,277 |
Individuals (other than high net worth individuals) | 11 | $9,275,200 |
High net worth individuals | 29 | $110,197,077 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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