STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD #146775 SEC #801-125746 FRISCO, TX 972-418-2946
SEC Registered
Total AUM
$119.5M
Discretionary
$119.5M
Employees
1
Clients
--
Accounts
123
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $119.5M | $119.5M | $0 | 1 | 0 |
| Jan 2024 | $117.6M | $117.6M | $0 | 1 | 0 |
| Nov 2023 | $113.3M | $113.3M | $0 | 1 | 0 |
| Feb 2023 | $113.3M | $113.3M | $0 | 1 | 0 |
| Apr 2022 | $118.1M | $118.1M | $0 | 1 | 0 |
| Mar 2012 | $54.3M | $54.3M | $0 | 1 | 26 |
| Mar 2011 | $47.5M | $47.5M | $0 | 5 | -- |
| Jun 2010 | $38.8M | $38.8M | $0 | 5 | -- |
DateJan 2025
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees1
Clients0
DateNov 2023
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$54.3M
Discretionary$54.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$38.8M
Discretionary$38.8M
Non-Disc.$0
Employees5
Clients--