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STONEBRIDGE WEALTH MANAGEMENT, LLC

6160 Warren Parkway
Suite 100
Frisco, Texas 75034
Tel: 972-418-2946

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About STONEBRIDGE WEALTH MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#146775
SEC#801-125746
Assets Managed by Firm$119,472,277
No. of Clients123
No. of Advisors1

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total123$119,472,277
Individuals (other than high net worth individuals)11$9,275,200
High net worth individuals29$110,197,077

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