Be advised. This firm is no longer registered.

Stonebridge Wealth Management

Stonebridge Wealth Management (CRD# 122477) is a financial advisory firm headquartered in Nashville, TN. They manage $154,625,429 in 342 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $452,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

CA, FL, LA, OH, TN, TX, VA

Financial Advisors at Stonebridge Wealth Management
No Advisor Found.
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