Stonebridge Wealth Management, LLC
● SEC registered since 2022CRD 146775SEC# 801-125746Frisco, TX
Reg. AUM
$134.6M
Employees
1
Accounts
127
Location
Frisco, TX
Stonebridge Wealth Management, LLC assets under management
Stonebridge Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Frisco, TX. The firm has been registered since 2022. It reports $134.6 million in regulatory assets under management and employs 1 people.
Stonebridge Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelley Jefferson Douglas Control | Managing Member & Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Stonebridge Wealth Management, LLC manage?
Stonebridge Wealth Management, LLC reports $134.6 million in regulatory assets under management on its Form ADV.
How many employees does Stonebridge Wealth Management, LLC have?
Stonebridge Wealth Management, LLC reports 1 employees.
Where is Stonebridge Wealth Management, LLC located?
Stonebridge Wealth Management, LLC is based in Frisco, TX and has been SEC-registered since 2022.
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 | 6160 Warren Parkway, Suite 100, Frisco, TX 75034 |
| Phone | 972-418-2946 |
| Fax | 214-618-4593 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134.6M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$134.6Mregulatory AUM
Discretionary $134.6M