RIA Intel›Advisers›Wisconsin›STOCKBRIDGE PRIVATE WEALTH MANAGEMENT, LLC

STOCKBRIDGE PRIVATE WEALTH MANAGEMENT, LLC

Advisory

WI

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in WI
#316
of 354 advisers by AUM
Average account
$580K
across 90 accounts
AUM per adviser
$26M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$52M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients90
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

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

BULTMAN INVESTMENT MANAGEMENT, INC.
BROOKFIELD, WI
$52M
-75.2% 1Y
REBEKAH LOVGREN ALLISON
MILWAUKEE, WI
$52M
THE KEYSTONE GROUP LLC
EAU CLAIRE, WI
$51M
CORNERSTONE FINANCIAL CONSULTING, LLC
DEPERE, WI
$51M
NAKOMA CAPITAL MANAGEMENT, LLC
MADISON, WI
$54M
-66.0% 1Y
A TO Z FINANCIAL PLANNING LLC
OAK CREEK, WI
$50M

Get the full picture on STOCKBRIDGE PRIVATE WEALTH MANAGEMENT, LLC

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

Create a free account →See plans