STONEBRIDGE WEALTH MANAGEMENT, LLC
  • STONEBRIDGE WEALTH MANAGEMENT, LLC
  • KEYPOINT WEALTH ADVISORS, LLC

Adviser Profile

As of Date 02/04/2026
Registration SEC, Approved, 05/27/2022
Other registrations (1)
ADV Location FRISCO, TX, United States
Contact Info 972 xxxxxxx
Websites
AUM* 134,576,609 14%
of that, discretionary 134,576,609 14%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,059,658 9%
% High Net Worth 70.00% -3%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

135M 115M 96M 77M 58M 38M 19M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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