| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Gove Control | Managing Member | 25-50% | 2023 |
| Jeremy Gove | Member | 5-10% | 2023 |
| John Keith Dwyer | Chief Compliance Officer | Under 5% | 2024 |
Stonebridge Wealth Systems LLC reports $276 million in regulatory assets under management on its Form ADV.
Stonebridge Wealth Systems LLC reports 15 employees.
Stonebridge Wealth Systems LLC is based in Kearney, NE and has been SEC-registered since 2023.
Stonebridge Wealth Systems LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 108 1st Avenue Place, Kearney, NE 68847 |
| Phone | 308-698-0144 |
| Fax | 308-698-0415 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2089061 |
| Discloses disciplinary history | No |
| Discretionary | $254.7M |
| Non-discretionary | $21.3M |
| Total (RAUM) | $276M |