Stonebridge Wealth Systems LLC
● SEC registered since 2023CRD 327894SEC# 801-128877Kearney, NE
Reg. AUM
$369.1M
Employees
25
Accounts
2,820
Location
Kearney, NE
Stonebridge Wealth Systems LLC assets under management
Stonebridge Wealth Systems LLC operates as an SEC-registered investment adviser based in Kearney, NE. The firm has been registered since 2023. It reports $369.1 million in regulatory assets under management and employs 25 people.
Stonebridge Wealth Systems LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Gove Control | Managing Member | 25-50% | 2023 |
| Jeremy Gove | Member | 5-10% | 2023 |
| John Keith Dwyer | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Stonebridge Wealth Systems LLC manage?
Stonebridge Wealth Systems LLC reports $369.1 million in regulatory assets under management on its Form ADV.
How many employees does Stonebridge Wealth Systems LLC have?
Stonebridge Wealth Systems LLC reports 25 employees.
Where is Stonebridge Wealth Systems LLC located?
Stonebridge Wealth Systems LLC is based in Kearney, NE and has been SEC-registered since 2023.
Does Stonebridge Wealth Systems LLC disclose fund performance?
Stonebridge Wealth Systems LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 108 1st Avenue Place, Kearney, NE 68847 |
| Phone | 308-698-0144 |
| Fax | 308-698-0415 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2089061 |
| Discloses disciplinary history | No |
Regulatory AUM
$369.1M▲ 262%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$369.1Mregulatory AUM
Discretionary $357MNon-discretionary $12.2M