STONEBRIDGE WEALTH SYSTEMS LLC
CRD #327894 SEC #801-128877 KEARNEY, NE 308-698-0144
SEC Registered
Total AUM
$276M
Discretionary
$254.7M
Employees
15
Clients
10
Accounts
2,152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $276M | $254.7M | $21.3M | 15 | 0 |
| May 2025 | $276M | $254.7M | $21.3M | 15 | 0 |
| Mar 2025 | $276M | $254.7M | $21.3M | 15 | 0 |
| Feb 2025 | $102M | $102M | $0 | 6 | 6 |
| Dec 2024 | $102M | $102M | $0 | 6 | 6 |
| Nov 2024 | $102M | $102M | $0 | 6 | 6 |
| Mar 2024 | $102M | $102M | $0 | 6 | 6 |
| Feb 2024 | $102M | $102M | $0 | 6 | 6 |
| Feb 2024 | $70.2K | $70.2K | $0 | 6 | 6 |
| Dec 2023 | $0 | $0 | $0 | 6 | 0 |
| Oct 2023 | $0 | $0 | $0 | 6 | 0 |
| Sep 2023 | $0 | $0 | $0 | 6 | 0 |
DateJul 2025
Total AUM$276M
Discretionary$254.7M
Non-Disc.$21.3M
Employees15
Clients0
DateMay 2025
Total AUM$276M
Discretionary$254.7M
Non-Disc.$21.3M
Employees15
Clients0
DateMar 2025
Total AUM$276M
Discretionary$254.7M
Non-Disc.$21.3M
Employees15
Clients0
DateFeb 2025
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients6
DateDec 2024
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients6
DateNov 2024
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients6
DateMar 2024
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients6
DateFeb 2024
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients6
DateFeb 2024
Total AUM$70.2K
Discretionary$70.2K
Non-Disc.$0
Employees6
Clients6
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0