Stonebridge Wealth Management

EST. AUM
$134,576,609

CONTACTS
1

CLIENT ACCOUNTS
127

Firm Details

Metro area Dallas
CRD Number 146775
Website stonebridgewealth.com
Client types

Overview

Stonebridge is a well-established provider of comprehensive life and wealth management services. They specialize in serving high-profile individuals such as artists, entertainers, and athletes. With almost twenty years of experience, Stonebridge supports clients in creating, managing, and preserving wealth through their multifamily investment office.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Stonebridge Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company