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| Stonebridge Wealth Systems LLC
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|---|---|
| CRD # | 327894 |
| SEC # | 801-128877 |
| CIK # | 0002089061 |
| AUM | 369.1 M (2026-03-23) |
| Employees | 25 (40% Investors, 4% Brokers) |
| Phone | 308-698-0144 |
| Address | 108 1st Avenue Place Kearney, NE 68847 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| SPDR Gold Trust | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Ciena Corp | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 792 | 201.1 |
| (b) Individuals (high net worth individuals) | 139 | 168.0 |
| (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 | 2,820 | 369.1 |
| By Discretionary | ||
| Discretionary | 2,608 | 357.0 |
| Non-Discretionary | 212 | 12.2 |
| Total | 2,820 | 369.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.1 | |
| Total | 2,820 | 369.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002089061] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cosner Financial Group LLC
✚
|
CO | 369.8 M |
|
Willow Grove Advisors LLC
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|
CA | 369.8 M |
|
Valued Wealth Advisors LLC
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UT | 369.7 M |
|
MZ KARK & Associates Inc
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CO | 369.6 M |
|
Boothe Investment Group Inc
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DE | 369.3 M |
|
Integrity Wealth Solutions LLC
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CO | 369.0 M |
|
Tagstone Capital Inc
✚
|
NC | 368.9 M |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 368.5 M |
|
Peregrine Investment Advisors LLC
✚
|
MS | 368.4 M |
|
Highland Investment Advisors LLC
✚
|
FL | 368.3 M |