STONEBRIDGE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$134,576,609
Discretionary
$134,576,609
Non-discretionary
$0
Firm details
- CRD number
- 146775
- SEC file number
- 801-125746
- Main office
- FRISCO, TX, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.STONEBRIDGEWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.