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| Happy Holidays!! thanks for using AUM13F!! |
| Stonebridge Wealth Systems LLC
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| CRD # | 327894 |
| SEC # | 801-128877 |
| CIK # | |
| AUM | $276.0 M (2025-07-02) |
| Employees | 15 (60% Investors, 7% Brokers) |
| Phone | 308-698-0144 |
| Address | 108 1st Avenue Place Kearney, NE 68847 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 839 | 177.0 |
| (b) Individuals (high net worth individuals) | 88 | 98.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,152 | 276.0 |
| By Discretionary | ||
| Discretionary | 1,790 | 254.7 |
| Non-Discretionary | 362 | 21.3 |
| Total | 2,152 | 276.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 276.0 | |
| Total | 2,152 | 276.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
American Fundstars Financial Group LLC
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|
CA | 0.3 |
|
New River Financial Group LLC
✚
|
VA | 0.3 |
|
Integrity Wealth Solutions LLC
✚
|
CO | 0.3 |
|
Global Investment Adviser LC
✚
|
FL | 0.3 |
|
Ballast Financial Advisors LLC
✚
|
PA | 0.3 |
|
Pinvest LLC
✚
|
FL | 0.3 |
|
Define Financial LLC
✚
|
CA | 0.3 |
|
Provence Registered Investment Advisor LLC
✚
|
CA | 0.3 |
|
Hart & Patterson Financial Group LLC
✚
|
MA | 0.3 |
|
Godshalk Welsh Capital Management Inc
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|
PA | 0.3 |