STONEBRIDGE WEALTH MANAGEMENT LLC
CRD #285693 SEC #801-112745 OAK BROOK, IL (630) 230-1830
SEC Registered
Total AUM
$232.1M
Discretionary
$232.1M
Employees
4
Clients
251
Accounts
982
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $232.1M | $232.1M | $0 | 4 | 0 |
| Sep 2025 | $232.1M | $232.1M | $0 | 4 | 0 |
| Mar 2025 | $232.1M | $232.1M | $0 | 4 | 0 |
| May 2024 | $213.7M | $213.7M | $0 | 4 | 0 |
| Feb 2024 | $213.7M | $213.7M | $0 | 4 | 0 |
| Mar 2023 | $181.8M | $181.8M | $0 | 4 | 0 |
| Jun 2022 | $184.6M | $184.6M | $0 | 5 | 0 |
| Mar 2022 | $184.6M | $184.6M | $0 | 5 | 0 |
| Jul 2021 | $158.3M | $158.3M | $0 | 4 | 0 |
| Mar 2021 | $158.3M | $158.3M | $0 | 4 | 0 |
| Nov 2020 | $161.2M | $161.2M | $0 | 4 | 0 |
| Jun 2020 | $161.2M | $161.2M | $0 | 4 | 0 |
| Jun 2020 | $161.2M | $161.2M | $0 | 4 | 0 |
| May 2020 | $161.2M | $161.2M | $0 | 4 | 0 |
| May 2020 | $161.2M | $161.2M | $0 | 4 | 0 |
| Mar 2020 | $161.2M | $161.2M | $0 | 4 | 0 |
| Feb 2019 | $113.2M | $113.2M | $0 | 4 | 0 |
| Mar 2018 | $105.4M | $105.4M | $0 | 4 | 0 |
DateDec 2025
Total AUM$232.1M
Discretionary$232.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2025
Total AUM$232.1M
Discretionary$232.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$232.1M
Discretionary$232.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees4
Clients0