Southbridge Advisors, LLC
Southbridge Advisors, LLC is an SEC-registered wealth manager in Marieta, GA with $353.1M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Southbridge Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306075, SEC 801-117769, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $353.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Marieta, GA
- Employees
- 6
- Clients
- 220
- CRD
- 306075
- Ownership
- FIELDS, MICHAEL, TODD; SNIDERMAN, JEROLD, MARTIN; BROWN, LOUIS, J; DONNELL, ROBERT, Y.; RICHERSON, GEORGE, WAYNE
How much AUM does Southbridge Advisors, LLC have?
Southbridge Advisors, LLC reported $353.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Southbridge Advisors, LLC?
Disclosed owners and executives of Southbridge Advisors, LLC include FIELDS, MICHAEL, TODD, SNIDERMAN, JEROLD, MARTIN, BROWN, LOUIS, J, DONNELL, ROBERT, Y., RICHERSON, GEORGE, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.