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 an SEC-registered investment adviser (registered in 2022) that manages fee-based portfolios for individual and family clients. The firm operates as an individual-owned LLC and bills primarily on a percentage-of-assets basis. Its advisory scope centers on portfolio management for individuals and small businesses and on selecting third‑party managers, consistent with its role as a capital allocator. Stonebridge reports that it is not an active ESG investor, and it does not identify as a multi‑state or pension consultant adviser. The firm’s classification is unclassified in the data provided, and it emphasizes discretionary portfolio management through externally managed funds and selected advisers rather than in-house product manufacturing.
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 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
$102M in ETFs
98%
$99.7M
0%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $27.4M | 543,194 | 26.82% |
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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