Stockbridge Private Wealth Management, LLC

Stockbridge Private Wealth Management, LLC (CRD# 171869) is a financial advisory firm headquartered in , . They manage $27,351,000 in 169 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $161,840
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Stockbridge Private Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas R. Ludwig
CRD#: 6362781
Sun Prairie, WI
90
Wealthminder
score

Thomas Ludwig (CRD# 6362781) is an Investment Advisor Representative working at Stockbridge Private Wealth Management, LLC in Sun Prairie, WI and has over 4 years of experience in the finance industry.

2
Eric T. Ludwig
CRD#: 5436713
Sun Prairie, WI
86
Wealthminder
score

Eric Ludwig (CRD# 5436713) is an Investment Advisor Representative working at Stockbridge Private Wealth Management, LLC in Sun Prairie, WI and has over 10 years of experience in the finance industry. Eric Ludwig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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