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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOUGLAS, KELLEY, JEFFERSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGLAS, KELLEY, JEFFERSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGLAS, KELLEY, JEFFERSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGLAS, KELLEY, JEFFERSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGLAS, KELLEY, JEFFERSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGLAS, KELLEY, JEFFERSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGLAS, KELLEY, JEFFERSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGLAS, KELLEY, JEFFERSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGLAS, KELLEY, JEFFERSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 30, 2025 REGISTERED
Notice Filings (3)
LA NH TX
Address
6160 WARREN PARKWAYSUITE 100
FRISCO, TX 75034
United States
Phone: 972-418-2946