CRD: 293465
Stockbridge Wealth Partners
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-24-2018
- Office Locations
- 1
Office Locations
About Stockbridge Wealth Partners
Stockbridge Wealth Partners is a fee-only fiduciary RIA in Birmingham, AL led by principal W. Tyler Gay. The firm provides goal-based financial planning and ongoing portfolio management for individuals, couples, and families. Portfolios are largely implemented with ETFs and supported by planning technology to deliver conflict-free, easy-to-understand recommendations; custody includes Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 100 clients, or 100 clients per representative. That equates to $191.8K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
William Tyler Gay
Principal
- CRD
- #6753929
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,175,043 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,175,043 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Stockbridge Wealth Partners has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.