# Stamford Bridge Wealth Management LLC

> Stamford Bridge Wealth Management LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 323753
- Filed as: STAMFORD BRIDGE WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323753
- AdvisorCensus page: https://advisorcensus.com/firm/stamford-bridge-wealth-management-llc-323753

## Quick answers

**How is Stamford Bridge Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stamford Bridge Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Stamford Bridge Wealth Management LLC registered with the SEC or a state?**
Stamford Bridge Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323753.

**How much does Stamford Bridge Wealth Management LLC manage?**
Stamford Bridge Wealth Management LLC reports $19,400,000 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (100% discretionary).

**What types of clients does Stamford Bridge Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (13).

**Does Stamford Bridge Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323753

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $19,400,000
- Discretionary: $19,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $5,900,000 |
| High net worth individuals | 13 | $13,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stamfordbridgewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stamford Bridge Wealth Management LLC (CRD 323753): Form ADV filing data as of October 2026.