Stonebridge Wealth Management LLC
● SEC registered since 2018CRD 285693SEC# 801-112745Oak Brook, IL
Reg. AUM
$283.3M
Employees
4
Accounts
1,016
Location
Oak Brook, IL
Stonebridge Wealth Management LLC assets under management
Stonebridge Wealth Management LLC is an investment advisory firm registered with the SEC based in Oak Brook, IL. The firm has been registered since 2018. It reports $283.3 million in regulatory assets under management and employs 4 people.
Stonebridge Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Plahm Control | Managing Member And Chief Compliance Officer | 50-75% | 2016 |
| William Robert Laipple Control | Managing Member | 50-75% | 2016 |
Frequently asked questions
How much does Stonebridge Wealth Management LLC manage?
Stonebridge Wealth Management LLC reports $283.3 million in regulatory assets under management on its Form ADV.
How many employees does Stonebridge Wealth Management LLC have?
Stonebridge Wealth Management LLC reports 4 employees.
Where is Stonebridge Wealth Management LLC located?
Stonebridge Wealth Management LLC is based in Oak Brook, IL and has been SEC-registered since 2018.
Does Stonebridge Wealth Management LLC disclose fund performance?
Stonebridge Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1010 Jorie Blvd, Suite 144, Oak Brook, IL 60523 |
| Phone | (630) 230-1830 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$283.3M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$283.3Mregulatory AUM
Discretionary $283.3M