Stonebridge Wealth Management LLC
RIASEC Registered
Total AUM
$30K
Discretionary
$30K
100% of AUM
Avg account
$15K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336319
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other66.67%
- HNWI33.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stonebridge Wealth Management LLC is a small, individually owned advisory firm organized as an LLC that provides portfolio management services to individuals and small businesses. The firm charges clients based on a percentage of assets under management and may also assess performance-based fees. It does not market itself as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Owners & executives
1 of 1
Zhenzhe Wang
CEO & COOCRD 7229905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations