Stonebridge Wealth Management LLC
RIAState 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, California-registered advisory firm organized as an LLC that provides portfolio management services to individuals, families and small businesses. The firm is owned by an individual and positions itself to serve private clients rather than institutional allocators. Compensation comes through a combination of percentage-of-assets-under-management fees and performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations