# STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 282303
- Type: SEC-registered investment adviser
- SEC file number: 801-107278
- Location: 5150 TAMIAMI TRAIL NORTH, SUITE 301, NAPLES, FL, 34103
- Phone: 239-322-3202
- Latest filing: 2018-01-29
- Regulatory AUM: $110.5M
- Discretionary AUM: $80.7M
- Non-discretionary AUM: $29.8M
- Clients: 3
- Accounts: 46

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| BAKER SIMON GARETH | MANAGING MEMBER | — |
| KIM HANNAH GEE YOUN | CHIEF COMPLIANCE OFFICER | — |
| TASSONE JOHN SALVATORE | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| HAIRE TATE SMATHERS | MANAGING MEMBER; MANAGING PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282303/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282303/similar
- Related entities: https://search.stillhousedata.com/firm/282303/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282303

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.