Stonebridge Wealth Management

Stonebridge Wealth Management (CRD# 122477) is a financial advisory firm headquartered in Nashville, TN. They manage $66,462,201 in 434 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $153,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, FL, LA, MO, TN, TX, VA

Financial Advisors at Stonebridge Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Mitchell S. Martin
CRD#: 1733233
215 Ward Circle, Suite 200, Brentwood, TN 37027
93
Wealthminder
score

Mitchell Martin (CRD# 1733233) is an Investment Advisor Representative working at Stonebridge Wealth Management in Brentwood, TN and has over 19 years of experience in the finance industry.

2
Tyler O. Martin
CRD#: 6246539
Loews Vanderbilt Plaza, 2100 West End Avenue, Suite 660, Nashville, TN 37203
89
Wealthminder
score

Tyler Martin (CRD# 6246539) is an Investment Advisor Representative working at Stonebridge Wealth Management in Nashville, TN and has over 2 years of experience in the finance industry.

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