Stonebridge Wealth Systems LLC
Stonebridge Wealth Systems LLC is an SEC-registered mass-market adviser in Kearney, NE with $369.1M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Stonebridge Wealth Systems LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327894, SEC 801-128877, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $369.1M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Kearney, NE
- Employees
- 25
- Clients
- 931
- CRD
- 327894
- Ownership
- KULHANEK, TIMOTHY, KEITH; DWYER, JOHN, KEITH; Gove, Jeremy; Gove, Jeffrey; Nachtigal, Scott, Andrew
How much AUM does Stonebridge Wealth Systems LLC have?
Stonebridge Wealth Systems LLC reported $369.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Stonebridge Wealth Systems LLC?
Disclosed owners and executives of Stonebridge Wealth Systems LLC include KULHANEK, TIMOTHY, KEITH, DWYER, JOHN, KEITH, Gove, Jeremy, Gove, Jeffrey, Nachtigal, Scott, Andrew. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.