OAK BROOK, ILCRD 285693Latest ADV February 23, 2026
Stonebridge Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oak Brook, IL. Its latest Form ADV filing, dated February 23, 2026, reports $283M in regulatory assets under management, 4 employees, and 1,016 accounts.
Assets Under Management
$283M
Employees
4
Offices
--
Total Clients
288
Primary office
OAK BROOK, IL
1010 JORIE BLVD, SUITE 144, OAK BROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
200
2
HNWI
30.6%
88
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of February 23, 2026
Discretionary100.0%
$283M
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.
Total AUM$283M
Total Accounts1,016
10Y AUM Change+$178M (+168.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee72:1
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.