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| Stonebridge Wealth Management LLC
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|---|---|
| CRD # | 285693 |
| SEC # | 801-112745 |
| CIK # | 0002082460 |
| AUM | 283.3 M (2026-05-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 630-230-1830 |
| Address | 1010 Jorie Blvd Oak Brook, IL 60523 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002082460 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 3.3 | ||
| Wound Management Technologies Inc | 3.1 | ||
| Apple Inc | 1.9 | ||
| Johnson & Johnson | 1.3 | ||
| Abbott Laboratories | 0.7 | ||
| Payment Data Systems Inc | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| SANUWAVE Health Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 63.5 |
| (b) Individuals (high net worth individuals) | 88 | 219.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,016 | 283.3 |
| By Discretionary | ||
| Discretionary | 1,016 | 283.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,016 | 283.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 280.1 | |
| Total | 1,016 | 283.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002082460] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Physician Family Financial Advisors Inc
✚
|
OR | 284.9 M |
|
Kane Company Wealth Management Inc
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|
IA | 284.7 M |
|
Martin D Parlato & Associates Inc
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|
FL | 284.6 M |
|
Peninsula Asset Management Inc
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|
FL | 284.1 M |
|
Meridian Financial LLC
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|
MA | 283.9 M |
|
Verisail Partners LLC
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|
GA | 283.6 M |
|
Silverberg Bernstein Capital Management LLC
✚
|
NY | 283.0 M |
|
Oaktree Advisors LLC
✚
|
PA | 282.8 M |
|
Carter Financial LLC
✚
|
CA | 282.3 M |
|
Founders Capital Management Inc
✚
|
TX | 281.8 M |