SEC Form ADV

STONEBRIDGE WEALTH MANAGEMENT, LLC

Registered Investment AdviserTX
$134.6M
Assets Under Management
127
Total Clients
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Registration Details

Accession
CRD-146775
Location
FRISCO, TX
Filing Date
February 4, 2026
AUM
$134.6M
Total Clients
127
Amendment
No

About this Adviser

STONEBRIDGE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in FRISCO, TX, managing approximately $134.6M in assets across 127 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.