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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 2, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Jul 2, 2025 REGISTERED
Notice Filings (7)
AZ CO FL KS MO NE TX
Address
108 1ST AVENUE PLACEKEARNEY, NE 68847
United States
Phone: 308-698-0144