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STONEBROOK PRIVATE LLC

NORTHVILLE, MI · CRD 325434 · IAPD ↗ · stonebrookprivate.com · (248) 349-3027

$937.0MRegulatory AUM
4Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — STONEBROOK PRIVATE LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2025 — STONEBROOK PRIVATE LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — STONEBROOK PRIVATE INC. is now doing business as STONEBROOK PRIVATE LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
March 2025 — STONEBROOK PRIVATE LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
March 2025 — STONEBROOK PRIVATE LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
76
March 2024 — STONEBROOK PRIVATE INC. reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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