Stonebridge Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Frisco, TX. Its latest Form ADV filing, dated February 4, 2026, reports $135M in regulatory assets under management, 1 employee, and 127 accounts.
Assets Under Management
$135M
Employees
1
Offices
--
Total Clients
40
Primary office
FRISCO, TX
6160 WARREN PARKWAY, SUITE 100, FRISCO, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.0% of total clients.
Top client categories% of clientsClients
1
HNWI
70.0%
28
2
Individuals
30.0%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of February 4, 2026
Discretionary100.0%
$135M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$135M
Total Accounts127
10Y AUM Change+$17M (+14.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.