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Stonebridge Wealth Management LLC

● SEC registered since 2018CRD 285693SEC# 801-112745Oak Brook, IL
Export (members)
Reg. AUM
$232.1M
Employees
4
Accounts
982
Location
Oak Brook, IL

Stonebridge Wealth Management LLC assets under management

Stonebridge Wealth Management LLC is an investment advisory firm registered with the SEC based in Oak Brook, IL. The firm has been registered since 2018. It reports $232.1 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/bill-laipple-747ab01View on SEC.gov ↗

Stonebridge Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher Michael Plahm ControlManaging Member And Chief Compliance Officer50-75%2016
William Robert Laipple ControlManaging Member50-75%2016

Frequently asked questions

How much does Stonebridge Wealth Management LLC manage?

Stonebridge Wealth Management LLC reports $232.1 million in regulatory assets under management on its Form ADV.

How many employees does Stonebridge Wealth Management LLC have?

Stonebridge Wealth Management LLC reports 4 employees.

Where is Stonebridge Wealth Management LLC located?

Stonebridge Wealth Management LLC is based in Oak Brook, IL and has been SEC-registered since 2018.

Does Stonebridge Wealth Management LLC disclose fund performance?

Stonebridge Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1010 Jorie Blvd, Suite 144, Oak Brook, IL 60523
Phone(630) 230-1830
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$232.1M
Non-discretionary$0
Total (RAUM)$232.1M