RIA Intel›Advisers›Ohio›STIRLING BRIDGE WEALTH PARTNERS, LLC

STIRLING BRIDGE WEALTH PARTNERS, LLC

Advisory

OH

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in OH

#682

of 748 advisers by AUM

Average account

$374K

across 179 accounts

AUM per adviser

$67M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$67M

Discretionary AUM$67M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients53

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

53 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

ATHLETES FINANCIAL ADVISERS, LLC

$67M

BC INVESTMENT PARTNERS LLC

$67M

RICHVIEW ADVISORS LLC

$67M

SAZDANOFF DONALD LOUIS

$67M

FORESTVIEW FINANCIAL PARTNERS, LLC

$66M

THE COASTAL ADVISORY GROUP, LLC

$66M

Get the full picture on STIRLING BRIDGE WEALTH PARTNERS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track STIRLING BRIDGE WEALTH PARTNERS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans