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STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146775 · SEC 801-125746
6160 WARREN PARKWAY, SUITE 100, FRISCO, TX, 75034, United States
Phone
972-418-2946
Fax
214-618-4593
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.6M
Discretionary AUM
$134.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $10.7M |
| High net worth individuals | 28 | $123.9M |
States served
LA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD