RIA Intel›Advisers›Washington›STONEBRIDGE CAPITAL MANAGEMENT NW, LLC

STONEBRIDGE CAPITAL MANAGEMENT NW, LLC

Advisory

WA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account

$433K

across 114 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NM, WA

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

36 clients

16 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 WA

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

ALLISON SPIELMAN ADVISORS, LLC

$49M

TWIN HARBORS WEALTH MANAGEMENT LLC

$49M

FINANCIAL ASSET MANAGEMENT LTD

$49M

JULIE A. WURST, CFP, LLC

$49M

PORTFOLIO STRATEGIES INC

$50M

SATORI FINANCIAL LLC

$50M

Get the full picture on STONEBRIDGE CAPITAL MANAGEMENT NW, LLC

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

Create a free account →See plans