STONEBRIDGE WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- OAK BROOK, Illinois
- CRD number
- 285693
- Registered since
- April 2, 2018
- Website
- www.stonebridgewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.59%
- Individuals22.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stonebridge Wealth Management LLC is an independent, individual-owned RIA that has been SEC-registered since 2018 and focuses on individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Compensation arrangements include a percentage-of-AUM fee as well as hourly and fixed-fee engagements, indicating flexibility for both ongoing investment management and project-based planning work. The firm is not organized as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents12%
Contacts
3 of 3WILLIAM LAIPPLE
Financial AdvisorCRD 4312533
Bryan Petry
Wealth ManagerCRD 4622182
CHRISTOPHER PLAHM
Principal & FounderCRD 4172886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OAK BROOK, IL
DU PAGE
Location
OAK BROOK, IL
Headquartered in OAK BROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 1010 Jorie Blvd
- Time zone
- CT (UTC-6)
- Office locations
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