CRD: 171869
Stockbridge Private Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-11-2014
- Office Locations
- 1
Office Locations
About Stockbridge Private Wealth Management, LLC
Stockbridge Private Wealth Management is a boutique fiduciary advisory firm focused on retirees and pre-retirees (also executives and families). Its team of CPAs and CFPs personally manages portfolios and provides retirement income planning, tax planning, tax-smart investing, and estate planning, emphasizing sustainable withdrawal strategies and tax-efficient investing. Portfolios are ETF-heavy and custodied at Schwab; meetings available virtually.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
ERIC THOMAS LUDWIG
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5436713
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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THOMAS RONALD LUDWIG
Investment Advisor
- CRD
- #6362781
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,184,436 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,184,436 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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