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STONEBRIDGE WEALTH MANAGEMENT LLC
CRD 285693 · SEC 801-112745
1010 JORIE BLVD, SUITE 144, OAK BROOK, IL, 60523, United States
Phone
(630) 230-1830
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$283.3M
Discretionary AUM
$283.3M
Team
4 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $63.5M |
| High net worth individuals | 88 | $219.8M |
States served
CA, GA, IL, IN, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD