stonebridge wealth management llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,000
Clients
1
Advisors
1
of 1 employees
About
Stonebridge Wealth Management LLC is an independent, state-registered adviser that provides discretionary separately managed account services to individuals and a range of legal entities, including corporations, limited liability companies, partnerships, trusts, and certain foreign or offshore entities accepted after onboarding and legal review. The firm does not manage pooled investment vehicles or wrap-fee programs and conducts advisory trading through a designated custodian and broker under client-granted discretionary authority.
Portfolios are allocated to conservative, moderate, aggressive, or custom-approved mandates and are managed with proprietary quantitative and model-based methods developed principally in Python, which may incorporate machine learning, factor models, portfolio optimization, and human oversight. Clients complete risk-tolerance and suitability questionnaires, may impose reasonable account restrictions, and retain account ownership with statements delivered directly by the custodian.
Compared with many peers, the firm offers performance-based fee arrangements subject to qualified-client verification and a client-level high-water mark, and it invoices advisory fees directly rather than deducting them from custodial accounts—features that are uncommon among similar independent advisers. The firm also highlights algorithmic trading and model monitoring at a solo-practitioner scale, accepts certain offshore entities after legal review, and discloses non-investment outside-business activities of its principal that are managed through written policies.
Client services
Expertise
Fee options
1.00% annually, billed quarterly in arrears using an Actual/365 convention
20% of quarterly net profits above a client-level cumulative high-water mark, billed quarterly in arrears
Main office
Irvine CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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