Stonebridge Wealth Management LLC
Stonebridge Wealth Management LLC is an SEC-registered mass-market adviser in Oak Brook, IL with $283.3M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Stonebridge Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285693, SEC 801-112745, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $283.3M (2026-05-05)
- Firm type
- Mass-Market Adviser
- Location
- Oak Brook, IL
- Employees
- 4
- Clients
- 288
- CRD
- 285693
- Ownership
- PLAHM, CHRISTOPHER, MICHAEL; LAIPPLE, WILLIAM, ROBERT
How much AUM does Stonebridge Wealth Management LLC have?
Stonebridge Wealth Management LLC reported $283.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Stonebridge Wealth Management LLC?
Disclosed owners and executives of Stonebridge Wealth Management LLC include PLAHM, CHRISTOPHER, MICHAEL, LAIPPLE, WILLIAM, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.