Stockbridge Private Wealth Management, LLC

Stockbridge Private Wealth Management, LLC (CRD# 171869) is a financial advisory firm headquartered in , . They manage $39,000,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.stockbridgewealth.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $325,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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
Eric Ludwig, financial advisor Sun Prairie WI
Eric T. Ludwig
CRD#: 5436713
Sun Prairie, WI

Eric Ludwig (CRD# 5436713) is an Investment Advisor Representative working at Stockbridge Private Wealth Management, LLC in Sun Prairie, WI and has over 16 years of experience in the finance industry.

2
Thomas Ludwig, financial advisor Sun Prairie WI
Thomas R. Ludwig
CRD#: 6362781
Sun Prairie, WI

Thomas Ludwig (CRD# 6362781) is an Investment Advisor Representative working at Stockbridge Private Wealth Management, LLC in Sun Prairie, WI and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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