SourcingSourcing

STONEBRIDGE WEALTH MANAGEMENT, LLC

A84
CRD 146775·SEC 801-125746·FRISCO, TX
AUM
$134.6M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$404K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD
146775
SEC file #
801-125746
EIN
941737782
DBA names
—

Economics

AUM
$134.6M
AUM band
$100M-$500M
AUM trajectory
'23'26
$118.1M → $134.6M▲ +14%
Client mix
Individuals High Net Worth28
Individuals Other12

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
FRISCO TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/04/2026
ADV-W filed at
—
Website
stonebridgewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOUGLAS, KELLEY, JEFFERSON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DOUGLAS, KELLEY, JEFFERSON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STONEBRIDGEWEALTH.COM
Rdap Domain Creation Date
2008-05-16T20:50:19Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1,735
Form 5500 Total Compensation
7,339,453
Form 5500 Compensation Trajectory 3y
20256,958,189
2026381,264
Form 5500 Plan Count Trajectory 3y
20251,660
202675
Schedule C Total Compensation
7,339,453
Schedule C Service Provider Rows
1,736

SEC EDGAR

Edgar Cik
0002082460
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2025-08-27
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
4
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001754960-26-000270

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
1010 JORIE BLVD, SUITE 144OAK BROOK, IL 60523
Business
1010 JORIE BLVD, SUITE 144OAK BROOK, IL 60523
Edgar EIN
941737782
Edgar Recent Filings
13F-HR2026-04-17 · 0001754960-26-000270
13F-HR2026-01-07 · 0001754960-26-000013
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-05-16T20:50:19Z
Rdap Domain Last Changed
2024-05-17T17:01:24Z
Rdap Nameservers
Ns1.c05.tmdcloud.comNs2.c05.tmdcloud.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1647969
Trust Company Affiliate
No

People (1)

1
DOUGLAS, KELLEY, JEFFERSON
IAR · Direct Owner · 87.5%
1647969