A complete list of active advisors currently associated with stonebridge wealth management llc

Warmer can help you find a great advisor at stonebridge wealth management llc or one who fits your needs even better.

Stonebridge Wealth Management LLC is a newly formed California registered investment adviser that provides discretionary portfolio management through separately managed accounts to individuals who meet the regulator’s “qualified client” standard. The firm’s ADV notes that, as of its initial filing, it did not manage client assets. Investment implementation is model-driven: proprietary quantitative strategies developed in Python (including machine learning, multi-factor selection, momentum and volatility signals) are backtested in Jupyter environments and updated with manual oversight. Portfolios are managed on a discretionary basis with clients granting a limited power of attorney and custody retained at third-party custodians. Unlike many peers, Stonebridge does not rely on percentage-of-assets-under-management advisory fees and instead relies on performance-based compensation and annual billing arrangements. The firm also runs proprietary accounts alongside client accounts for testing, discloses specific controls to address side‑by‑side conflicts, and is sole‑owned with the principal serving as both CEO and Chief Compliance Officer.

To learn more about the advisors currently working at stonebridge wealth management llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.