CRD: 323753
Stamford Bridge Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2023
- Office Locations
- 1
Office Locations
About Stamford Bridge Wealth Management LLC
Stamford Bridge Wealth Management is a boutique private wealth firm led by CFP professional Shad Thomas. The firm provides comprehensive planning across tax, investment management, estate, benefits, insurance, and retirement, working with a select number of families for high-touch service. Portfolios emphasize asset allocation using public funds such as ETFs and mutual funds, typically custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
SHAD A THOMAS
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7645948
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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