LP Profile

Stonebrook Private

Also known as stonebrook private

Wealth ManagerNorthville, United StatesFounded 2023
$937M
Assets Under Management
Northville
Headquarters
Investment Focus

About Stonebrook Private

Stonebrook Private is an independent, fee-only fiduciary wealth management firm based in Northville, Michigan, founded in 2023. It serves families nationwide and integrates investment management, tax strategy and estate planning coordination into a single advisory relationship. The firm describes itself as a multi-generational team that aligns investment strategy, tax considerations and estate coordination with each client's priorities. It reports about $937 million in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Stonebrook Private from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$937.0M
Total Clients
4,146
Filing Date
May 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Stonebrook Private across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Stonebrook Private?

Stonebrook Private is a wealth manager based in Northville, United States, managing approximately $937M in assets.

Where is Stonebrook Private headquartered?

Stonebrook Private is headquartered in Northville, United States.

How much does Stonebrook Private manage?

Stonebrook Private manages approximately $937M in assets under management.

When was Stonebrook Private founded?

Stonebrook Private was founded in 2023.

How can I contact Stonebrook Private?

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