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Stonebridge Wealth Management, LLC

● SEC registered since 2022CRD 146775SEC# 801-125746Frisco, TX
Export (members)
Reg. AUM
$134.6M
Employees
1
Accounts
127
Location
Frisco, TX

Stonebridge Wealth Management, LLC assets under management

Stonebridge Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Frisco, TX. The firm has been registered since 2022. It reports $134.6 million in regulatory assets under management and employs 1 people.
www.stonebridgewealth.comView on SEC.gov ↗

Stonebridge Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kelley Jefferson Douglas ControlManaging Member & Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Stonebridge Wealth Management, LLC manage?

Stonebridge Wealth Management, LLC reports $134.6 million in regulatory assets under management on its Form ADV.

How many employees does Stonebridge Wealth Management, LLC have?

Stonebridge Wealth Management, LLC reports 1 employees.

Where is Stonebridge Wealth Management, LLC located?

Stonebridge Wealth Management, LLC is based in Frisco, TX and has been SEC-registered since 2022.

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

Address6160 Warren Parkway, Suite 100, Frisco, TX 75034
Phone972-418-2946
Fax214-618-4593
Office hours9a.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134.6M
Non-discretionary$0
Total (RAUM)$134.6M