Key facts
- STONEBRIDGE WEALTH MANAGEMENT LLC is a other based in OAK BROOK, IL.
- STONEBRIDGE WEALTH MANAGEMENT LLC reports $3.2M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 285693- Regulatory AUM
- $3.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- OAK BROOK, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for STONEBRIDGE WEALTH MANAGEMENT LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is STONEBRIDGE WEALTH MANAGEMENT LLC's AUM?
- STONEBRIDGE WEALTH MANAGEMENT LLC manages approximately $3.2M in assets.