stonebridge wealth management llc

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Client assets under management

$283,279,167

Clients

288

31% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$983,608

About

Stonebridge Wealth Management serves individuals—including high‑net‑worth clients—and a range of entities such as trusts, corporations, partnerships and tax‑exempt organizations, generally working with accounts that meet a typical minimum threshold. The firm provides discretionary portfolio management, financial planning, and broader family‑office and business consulting services, and may engage third‑party providers for tax and estate planning work.

The firm implements customized portfolios that typically emphasize exchange‑traded funds alongside separate account managers or other third‑party sub‑advisers, using a mix of quantitative and qualitative analysis and third‑party technology for portfolio construction and reporting. Stonebridge conducts at‑least‑annual reviews, acts as a fiduciary for retirement accounts, and offers both discretionary management and an all‑inclusive wrap fee program.

Noteworthy for a firm of its size, Stonebridge maintains affiliations beyond its advisory practice: its professionals are registered representatives of a broker‑dealer and the firm has an affiliated registered investment adviser that offers a micro‑capitalization strategy, arrangements that can result in referrals or transfers of client assets to affiliated services. Stonebridge’s role as a wrap fee program sponsor is statistically uncommon among peers and may influence how trading costs and custody arrangements are structured for clients.

Client services

Financial planning Portfolio management

Expertise

Wealth management General retirement planning Cash flow / budgeting

Fee options

Fixed

Fixed fees for financial planning typically range between $1,500 and $10,000.

Percentage

Up to 1.50% annually (maximum annual fee)

Commissions

Representatives are registered representatives of APW Capital, Inc. and may accept commissions on securities sales.

Project-based

$500 per hour for financial planning services.

Other

Account minimum: $500,000

Main office location

stonebridge wealth management llc

1010 Jorie Blvd, Suite 144

Oak Brook IL 60523, United States

Number of offices

Most active in

California · Florida · Georgia · Illinois · Indiana · Michigan · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website (630) 230-1830

Advisors at this firm

Christopher P

CFP®, Series 63, Series 65

Oak Brook, IL

stonebridge wealth management llc

Christopher Plahm is a CFP® professional with 25 years of experience in wealth management. He is the managing member and Chief Compliance Officer at Tall Pines Capital, LLC, where he has worked since 2016. Plahm is also a partner at Stonebridge Wealth Management. Tall Pines Capital provides discretionary investment advisory services with a focus on fundamental, long-biased micro-cap strategies targeting U.S. and Canadian small- and micro-cap companies. The firm serves individuals, trusts, and other entities through a proprietary wrap fee program and separately managed accounts.

Wealth management General retirement planning Cash flow / budgeting

William L

CFP®, Series 66

Oak Brook, IL

stonebridge wealth management llc

William Laipple is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has been a partner at Stonebridge Wealth Management LLC since 2011 and previously worked at Comprehensive Asset Management Serving Inc. and Commonwealth Financial Network. Stonebridge Wealth Management serves individual clients, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $232 million for around 280 clients. The firm offers discretionary investment management, financial planning, and family office and business-consulting services, tailoring investment programs to clients' goals, risk tolerance, and tax and estate considerations.

Wealth management General retirement planning Cash flow / budgeting

Bryan P

Series 66

Oak Brook, IL

stonebridge wealth management llc

Bryan Petry is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Stonebridge Wealth Management LLC and APW Capital, Inc. since 2017 and previously held roles at Securian Financial Services, Inc. and GCG Financial Inc. Since 2017, he has served as a wealth manager at Stonebridge Wealth Management. Stonebridge Wealth Management serves individual clients, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $232 million for around 280 clients. The firm offers discretionary investment management, financial planning, and related family office and business-consulting services, with tailored investment programs that incorporate multiple analysis techniques and third-party platforms.

Wealth management General retirement planning Cash flow / budgeting

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