Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

STONEBRIDGE WEALTH MANAGEMENT, LLC

dba STONEBRIDGE WEALTH MANAGEMENT, LLC · CRD 146775 · Registered Investment Adviser

STONEBRIDGE WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in FRISCO, TX. The firm reports $134,576,609 in regulatory assets under management across 127 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$134,576,609
Non-discretionary$0
Total RAUM$134,576,609
Accounts127

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 146775. adviserinfo.sec.gov/firm/summary/146775.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.