STONEBRIDGE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- FRISCO, Texas
- CRD number
- 146775
- Registered since
- May 27, 2022
- Website
- www.stonebridgewealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.05%
- Individuals7.95%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Stonebridge Wealth Management, LLC is a privately owned registered investment adviser that provides fee-based portfolio management for individuals, families and small businesses. The firm operates as an LLC and describes itself as a capital allocator that also selects outside managers on behalf of clients. Its revenue model is a percentage-of-assets-under-management fee structure. The firm registered with the SEC in 2022 and focuses on individual and family clients rather than institutional retirement-plan consulting. Stonebridge does not identify as an active ESG investor and is not presented as a multi-state adviser in the source data. Advisory activities emphasize direct portfolio management plus the use of third-party advisers where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
- Other2%
Contacts
1 of 1KELLEY DOUGLAS
Founder and PresidentCRD 1647969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$93.3M in ETFs
98%
$91.3M
0%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $23.3M | 463,001 | 24.99% |
Location
FRISCO, TX
COLLIN
Location
FRISCO, TX
Headquartered in FRISCO, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 6160 Warren Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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