Falists
← Back to search

STONEBRIDGE WEALTH SYSTEMS LLC

CRD 327894 · SEC 801-128877

Visit website

108 1ST AVENUE PLACE, KEARNEY, NE, 68847, United States

Phone

308-698-0144

Fax

308-698-0415

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$369.1M

Discretionary AUM

$357.0M

Team

25 total employees; 10 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals792$201.1M
High net worth individuals139$168.0M

States served

AZ, CO, KS, NE, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD