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 small, SEC-registered LLC that provides fee-based portfolio management to individual and family clients. The firm is structured as an individually owned adviser and positions itself as a capital allocator that also selects third‑party managers for client portfolios. Its stated advisory activities emphasize direct portfolio management for individuals and small businesses alongside manager selection. Stonebridge charges a percentage-of-AUM fee and does not identify as an active ESG investor or a multi-state adviser. The firm’s SEC registration dates to 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Kelley Douglas
Founder and PresidentCRD 1647969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$99.2M in ETFs
98%
$96.7M
0%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $24.3M | 482,720 | 24.51% |
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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