LP Profile

Stonebridge Wealth Management

Also known as Stonebridge

Wealth ManagerNashville, United StatesFounded 2002
$155M
Assets Under Management
Nashville
Headquarters
Investment Focus

About Stonebridge Wealth Management

Stonebridge Wealth Management is a wealth management firm based in Nashville, Tennessee. Established in 2002, it offers advisory and wealth management services to high-profile clients in the arts, entertainment, and professional sports. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Stonebridge Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$283.3M
Total Clients
1,016
Filing Date
May 5, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Stonebridge Wealth Management?

Stonebridge Wealth Management is a wealth manager based in Nashville, United States, managing approximately $155M in assets.

Where is Stonebridge Wealth Management headquartered?

Stonebridge Wealth Management is headquartered in Nashville, United States.

How much does Stonebridge Wealth Management manage?

Stonebridge Wealth Management manages approximately $155M in assets under management.

When was Stonebridge Wealth Management founded?

Stonebridge Wealth Management was founded in 2002.

What does Stonebridge Wealth Management invest in?

Stonebridge Wealth Management focuses on Buyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage.

How can I contact Stonebridge Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Stonebridge Wealth Management are available on LPbacked. Create a free account to access them.