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Stonebridge Wealth Systems
STONEBRIDGE WEALTH SYSTEMS LLC is an SEC-registered investment adviser in KEARNEY, NE, registered since 2023. The firm manages $369 million in assets, $357...
Overview
STONEBRIDGE WEALTH SYSTEMS LLC is an SEC-registered investment adviser in KEARNEY, NE, registered since 2023. The firm manages $369 million in assets, $357 million on a discretionary basis. It has 25 employees and 10 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
What is Stonebridge Wealth Systems' investment focus?
Stonebridge does not publicly disclose its asset allocation or investment preferences. Generically, family offices of this profile tend to run balanced portfolios spanning public equities, fixed income, real estate, and private equity or venture capital, often through direct investments or managed accounts. Without access to the firm's own communications, the specific sector or stage focus remains unknown.
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