Stonebridge Wealth Systems LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kearney, NE. Its latest Form ADV filing, dated March 23, 2026, reports $369M in regulatory assets under management, 25 employees, 3 offices, and 2,820 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
792
2
HNWI
14.9%
139
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$369Mas of March 23, 2026
Discretionary96.7%
$357M
97% of total RAUM96.7%
Non-discretionary3.3%
$12M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$369M
Total Accounts2,820
10Y AUM Change+$369M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee37:1
10Y Employee Change+19 (+316.7%)
* 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.