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STONEBRIDGE WEALTH MANAGEMENT LLC

OAK BROOK, IL · CRD 285693 · IAPD ↗ · (630) 230-1830

$283.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
January 2026 — STONEBRIDGE WEALTH MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2025 — STONEBRIDGE WEALTH MANAGEMENT LLC notice-filed in GA, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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