A complete list of active advisors currently associated with stonebridge wealth management llc
Warmer can help you find a great advisor at stonebridge wealth management llc or one who fits your needs even better.
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.
To learn more about the advisors currently working at stonebridge wealth management llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 3
|
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