SourcingSourcing

STONEBRIDGE WEALTH SYSTEMS LLC

C30
CRD 327894·SEC 801-128877·KEARNEY, NE
AUM
$369.1M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STONEBRIDGE WEALTH SYSTEMS LLC
CRD
327894
SEC file #
801-128877
EIN
—
DBA names
—

Economics

AUM
$369.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$276.0M → $369.1M▲ +34%
Client mix
Individuals Other792
Individuals High Net Worth139

Operations

Employees (total)
25
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'25'26
9 advisors → 10 advisors▲ +11%
Primary office
KEARNEY NE
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
facebook.com/stonebridgewealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Gove, Jeffrey
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
Gove, Jeffrey
KULHANEK, TIMOTHY, KEITH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5490359
Trust Company Affiliate
No

People (14)

14
KULHANEK, TIMOTHY, KEITH
IAR · Direct Owner · 37.5%
5696299
Gove, Jeffrey
IAR · Direct Owner · 37.5%
5490359
Nachtigal, Scott, Andrew
IAR · Direct Owner · 17.5%
4142033
Gove, Jeremy
IAR · Direct Owner · 7.5%
5231794
JOHN KEITH DWYER
Executive Officer · 2.5%
2551964
Aliisa Ann Criffield
IAR
8026726
John Eugene Ternus
IAR
7666594
Eli T Mardock
IAR
7226971
CHAD STEPHEN WINTER
IAR
6243143
Daniel Joseph Oleson
IAR
8004226
Zachary Robert Vancas
IAR
8010126
Jay Michael Aaron Kammerer
IAR
7393290
Ian Michael Stratman
IAR
7031781
Gavin Harsh
IAR
7996844