# Stonebridge Wealth Systems LLC

> Stonebridge Wealth Systems LLC is an SEC-registered investment advisory firm in Kearney, NE, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 327894
- Filed as: STONEBRIDGE WEALTH SYSTEMS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kearney, NE
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327894
- AdvisorCensus page: https://advisorcensus.com/firm/stonebridge-wealth-systems-llc-kearney-ne-327894

## Quick answers

**How is Stonebridge Wealth Systems LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stonebridge Wealth Systems LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Stonebridge Wealth Systems LLC located?**
Stonebridge Wealth Systems LLC's principal office is in Kearney, NE, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Stonebridge Wealth Systems LLC registered with the SEC or a state?**
Stonebridge Wealth Systems LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327894.

**How much does Stonebridge Wealth Systems LLC manage?**
Stonebridge Wealth Systems LLC reports $369,144,690 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (97% discretionary).

**How have Stonebridge Wealth Systems LLC's assets and staff changed since 2024?**
In the Form ADV data for Stonebridge Wealth Systems LLC: Regulatory assets under management: $102,000,000 in the October 2024 data and $369,144,690 in the October 2026 data, up 262%. Total employees: 6 in October 2024 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stonebridge Wealth Systems LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (792); high net worth individuals (139).

**Which custodians does Stonebridge Wealth Systems LLC use?**
Stonebridge Wealth Systems LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Stonebridge Wealth Systems LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327894

**Does Stonebridge Wealth Systems LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Stonebridge does not require a minimum to open an account."

**What changed in Stonebridge Wealth Systems LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $276,013,268 to $369,144,690 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: None

> Stonebridge does not require a minimum to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $369,144,690
- Discretionary: $356,967,386
- Non-discretionary: $12,177,304

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 792 | $201,111,626 |
| High net worth individuals | 139 | $168,033,064 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 25 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, KS, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Grand Island, NE
- Lincoln, NE
- Omaha, NE

### Websites listed on Form ADV (Item 1.I)
- stonebridgeiwm.com
- Facebook @StonebridgeWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $102,000,000 | 6 | March 26, 2024 |
| October 2025 | $276,013,268 | 15 | July 2, 2025 |
| October 2026 | $369,144,690 | 25 | March 23, 2026 |

Regulatory assets under management: $102,000,000 in the October 2024 data and $369,144,690 in the October 2026 data, up 262%.
Total employees: 6 in October 2024 and 25 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 10.
- Regulatory assets under management went from $276,013,268 to $369,144,690 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonebridge Wealth Systems LLC (CRD 327894): Form ADV filing data as of October 2026.