STONEBRIDGE WEALTH SYSTEMS LLC
SEC Form ADV profile.
Total regulatory AUM
$369,144,690
Discretionary
$356,967,386
Non-discretionary
$12,177,304
Firm details
- CRD number
- 327894
- SEC file number
- 801-128877
- Main office
- KEARNEY, NE, United States
- Employees
- 25
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.