Stonebridge Wealth Systems Llc
- Regulatory AUM
- $369M
- Discretionary
- $357M
- Clients
- 931
- Avg AUM / client
- $397K
- Accounts
- 2,820
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 792 | $201M | 54.5% |
| High net worth individuals | 139 | $168M | 45.5% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Gove | Managing Member | Sep 2023 (3y) | 25% – 50% | |
| Jeremy Gove | Member | Sep 2023 (3y) | 5% – 10% | |
| Scott Andrew Nachtigal | Member | Sep 2023 (3y) | 10% – 25% | |
| Timothy Keith Kulhanek | Member | Sep 2023 (3y) | 25% – 50% | |
| Dwyer, John, Keith | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% | |
| John Eugene Ternus | Registered representative | CFP Chartered Financial Consultant | Oct 2023 (3y) | |
| Eli T Mardock | Registered representative | Oct 2023 (3y) | ||
| Daniel Joseph Oleson | Registered representative | Nov 2024 (2y) | ||
| Zachary Robert Vancas | Registered representative | Nov 2024 (2y) | ||
| Aliisa Ann Criffield | Registered representative | Jan 2025 (2y) | ||
| Jay Michael Aaron Kammerer | Registered representative | Dec 2025 (1y) | ||
| Chad Stephen Winter | Registered representative | Feb 2026 (0y) | ||
| Gavin Harsh | Registered representative | Mar 2026 (0y) | ||
| Ian Michael Stratman | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
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) | 03/23/2026 | 1.03 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $230M (62% of AUM) Mar 2026
- Charles Schwab & Co. $138M (38% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 23, 2026.
View current Form ADV (SEC/IAPD) ↗