# Stonebridge Wealth Systems

Stonebridge Wealth Systems is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://stonebridgewealthsystems.com

## Regulatory record

- **CRD number:** 327894
- **SEC file number:** 801-128877
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327894

## About

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.

## 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.

## Related profiles

- [JY Capital Management](https://altss.com/profile/jy-capital-management)

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Last updated: 2026-07-06T01:24:26.114Z

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