STONEBRIDGE WEALTH SYSTEMS LLC

Overview

Stonebridge Wealth Systems LLC is an independent registered investment advisor focused on individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee arrangements, which supports both ongoing portfolio relationships and discrete advisory engagements. Investment activity tilts toward public pooled vehicles. The firm is not an active ESG investor and it is not registered as a multi-state adviser. Stonebridge identifies as an owner-operated LLC and maintains an affiliation with an insurance company, which can inform product choices and planning work. As a recent SEC-registered adviser (2023), the practice appears oriented to running discretionary relationships while also preserving capacity for non-discretionary and project-based work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices