S
stonebridge wealth management llc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Stonebridge Wealth Management LLC is a newly formed California registered investment adviser that provides discretionary portfolio management through separately managed accounts to individuals who meet the regulator’s “qualified client” standard. The firm’s ADV notes that, as of its initial filing, it did not manage client assets.
Investment implementation is model-driven: proprietary quantitative strategies developed in Python (including machine learning, multi-factor selection, momentum and volatility signals) are backtested in Jupyter environments and updated with manual oversight. Portfolios are managed on a discretionary basis with clients granting a limited power of attorney and custody retained at third-party custodians.
Unlike many peers, Stonebridge does not rely on percentage-of-assets-under-management advisory fees and instead relies on performance-based compensation and annual billing arrangements. The firm also runs proprietary accounts alongside client accounts for testing, discloses specific controls to address side‑by‑side conflicts, and is sole‑owned with the principal serving as both CEO and Chief Compliance Officer.
Client services
Portfolio management
Expertise
Factor investing / smart beta
Active portfolio management
Options & derivatives strategies
Fee options
30% of the portfolio return above a 5% annual hurdle rate, billed annually in arrears
Account minimum: $1.1 million
Main office location
stonebridge wealth management llc
Irvine CA, United States
Number of offices
1
Most active in
stonebridge wealth management llc has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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