Stonebridge Financial Solutions, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 139911
· Lone Tree, CO
· www.facebook.com
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ADV data as of Mar 16, 2026
- Regulatory AUM
- $41.7M
- Discretionary
- $39.7M
- Clients
- 173
- Avg AUM / client
- $241K
- Accounts
- 281
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 169 | $25.9M | 62.0% |
| High net worth individuals | 4 | $15.8M | 38.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andre Michael Markusfeld | Registered representative | May 2026 (0y) | ||
| Steven Lee Weber | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • SELECTION OF OTHER ADVISERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Folio Investments, Inc. $20.9M (50% of AUM) Mar 2026
- TradePMR $18.8M (45% of AUM) Mar 2026
- Charles Schwab & Co. $2.0M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗