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STONEBRIDGE WEALTH MANAGEMENT, LLC
6160 Warren Parkway
Suite 100
Frisco, Texas 75034
Tel: 972-418-2946
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 Status | Approved |
|---|---|
| Firm CRD# | 146775 |
| SEC# | 801-125746 |
| Assets Managed by Firm | $119,472,277 |
| No. of Clients | 123 |
| No. of Advisors | 1 |
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 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 |
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