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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-12-2023
- Office Locations
- 4
Office Locations
About Stonebridge Wealth Systems LLC
Stonebridge Wealth Systems is an independent, SEC-registered RIA focused on guiding individuals, couples, and families through retirement. The firm provides holistic planning and investment management across income, investment, tax, healthcare, and legacy planning using its Retirement Compass Process. It also offers separate insurance services and maintains an active education/media presence, including participation in the Ramsey SmartVestor program.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
Jeffrey Gove
Managing Member
- CRD
- #5490359
- Ownership
- 25% but less than 50%
TIMOTHY KEITH KULHANEK
Investment Advisor
- CRD
- #5696299
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Aliisa Ann Criffield
Financial Advisor
- CRD
- #8026726
Gavin Harsh
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7996844
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $356,967,386 | $136,874 |
| Non-Discretionary | $12,177,304 | $57,440 |
| Total | $369,144,690 | $130,902 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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