STONEBRIDGE WEALTH MANAGEMENT LLC

STONEBRIDGE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 336319). Regulatory assets under management: $30K.

Registration

• CRD: 336319
• Type: Registered investment adviser
• Phone: 949-662-5105
• Latest filing: 2026-05-13
• Regulatory AUM: $30K
• Discretionary AUM: $30K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336319 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search