Stonebridge Wealth Management, LLC
Stonebridge Wealth Management, LLC is an SEC-registered wealth manager in Frisco, TX with $134.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Stonebridge Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146775, SEC 801-125746, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $134.6M (2026-02-04)
- Firm type
- Wealth Manager
- Location
- Frisco, TX
- Employees
- 1
- Clients
- 40
- CRD
- 146775
- Ownership
- DOUGLAS, KELLEY, JEFFERSON
How much AUM does Stonebridge Wealth Management, LLC have?
Stonebridge Wealth Management, LLC reported $134.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Stonebridge Wealth Management, LLC?
Disclosed owners and executives of Stonebridge Wealth Management, LLC include DOUGLAS, KELLEY, JEFFERSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.