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STEMBROOK ASSET MANAGEMENT, LLC

RED BANK, NJ · CRD 144116 · IAPD ↗ · 201-484-0063

$147.5MRegulatory AUM
2Advisory reps
2Employees
4Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2025 — STEMBROOK ASSET MANAGEMENT, LLC (RED BANK, NJ) is newly SEC-registered with $129.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.