CRD: 146775
Stonebridge Wealth Management, LLC
$134.6M Total AUM
$134.6M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
18 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2008
- Office Locations
- 1
Office Locations
6160 Warren Parkway Suite 100 Frisco TX
About Stonebridge Wealth Management, LLC
Stonebridge Wealth Management, LLC is a Frisco-based RIA. The firm has been operating for 18 years. Managing $134.6M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Vanguard.
Team overview
-- AVG AGE
$134.6M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
K
KELLEY JEFFERSON DOUGLAS
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #1647969
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,576,609 | $1,059,658 |
| Non-Discretionary | $0 | -- |
| Total | $134,576,609 | $1,059,658 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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