Stonebridge Wealth Management provides financial planning, portfolio management for individuals and small businesses, business succession planning, estate planning, family office services, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Stonebridge Wealth Management reports 288 clients. They include 200 individual clients and 88 high-net-worth individuals. Of its assets, 100.0% ($283M across 1,016 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $283M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 22% |
| High-net-worth individuals | 31% | 78% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 200 | $63.5M | 22.4% | $317K |
| High-net-worth individuals | 88 | $220M | 77.6% | $2.5M |
| Total | 288 | $283M | 100% | $984K |
- Clients
- 200
- Regulatory AUM
- $63.5M
- AUM share
- 22.4%
- Avg. per client
- $317K
- Clients
- 88
- Regulatory AUM
- $220M
- AUM share
- 77.6%
- Avg. per client
- $2.5M
Total
- Clients
- 288
- Regulatory AUM
- $283M
- AUM share
- 100%
- Avg. per client
- $984K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Stonebridge Wealth Management charges up to 1.50% a year for its Investment Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at $500 an hour or as a fixed fee; a fixed fee for creating a client financial plan typically ranges from $1,500 to $10,000.
William Laipple owns 50% to 75% of Stonebridge Wealth Management. The leadership team of Stonebridge Wealth Management includes Chief Compliance Officer Christopher Plahm. It has 4 employees, 3 of them in advisory roles.
Leadership
- Christopher PlahmManaging Member and Chief Compliance Officer
- William LaippleManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- William Robert Laipple
- Bryan M Petry
- Christopher Michael Plahm
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- 2 soliciting firms
- Owns 50% to 75% of Stonebridge Wealth Management LLC
William Laipple
Control person · since December 2016
- Owns 50% to 75% of Stonebridge Wealth Management LLC
Christopher Plahm
Control person · since December 2016
Stonebridge Wealth Management’s regulatory assets grew 1.8× from $158M (July 2021) to $283M (May 2026); clients rose from 227 to 288 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $283M | 288 | 4 | 1 |
| March 2025 | $232M | 280 | 4 | 1 |
| May 2024 | $214M | 260 | 4 | 1 |
| March 2023 | $182M | 253 | 4 | 1 |
| June 2022 | $185M | 246 | 5 | 1 |
| July 2021 | $158M | 227 | 4 | 1 |
Besides its headquarters, Stonebridge Wealth Management has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 1010 Jorie BLVD, Suite 144, Oak BrookHQ
Contact and registration details
- Legal name
- Stonebridge Wealth Management LLC
- Headquarters
- 1010 Jorie BLVD, Suite 144, Oak Brook, IL 60523
- Website
- stonebridgewm.com
- Phone
- 630-230-1830
- SEC file
- 801-112745
- Structure
- Illinois LLC
- Fiscal year end
- December
Stonebridge Wealth Management uses Charles Schwab ($283M) as custodian for its separately managed accounts. Stonebridge Wealth Management has custody of $1.57M in client assets for 11 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $283M100%
At year end, Stonebridge Wealth Management’s separately managed accounts were mostly in stocks (66%) and funds (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $112M across 37 positions; the largest are Wisdomtree TR (21.8%), Wisdomtree TR (9.0%) and Wisdomtree TR (8.7%).
What the accounts hold
- Stocks66%
- Funds22%
- Cash12%
Reported 13F holdings
- $112M
- Reported 13F value
- 37
- Positions
- 75.3%
- In the 10 largest
- +7.1%
- Value vs. prior quarter
- Wisdomtree TR · Floatng Rat Trea21.8%
- Wisdomtree TR · Dynamic Intl Sml9.0%
- Wisdomtree TR · US High Dividend8.7%
- Wisdomtree TR · Itl High Div FD7.2%
- Wisdomtree TR · Emg Mkts Smcap6.8%
- Wisdomtree TR · Glb High Div FD5.7%
- Wisdomtree TR · US Smallcap Divd5.3%
- Wisdomtree TR · Emer Mkt High FD4.6%
- Wisdomtree TR · US S Cap Qty Div3.2%
- Abbvie Inc.3.0%
Together, the ten largest are 75.3% of reported value.
How many clients does Stonebridge Wealth Management have?
Stonebridge Wealth Management has 288 clients and manages $283 million for them, as of May 2026. They include 200 individual clients and 88 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Stonebridge Wealth Management offer?
Stonebridge Wealth Management provides financial planning, portfolio management for individuals and small businesses, business succession planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Stonebridge Wealth Management charge?
Stonebridge Wealth Management charges up to 1.50% a year for its Investment Management. The fee is billed in advance and is negotiable.
Source: 2026-05-05 STONEBRIDGE WEALTH MANAGEMENT FORM ADV PART 2A, filed 5 May 2026
Which custodians does Stonebridge Wealth Management use?
Stonebridge Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $283M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Stonebridge Wealth Management have?
Stonebridge Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stonebridge Wealth Management invest in?
At the end of its last fiscal year, Stonebridge Wealth Management’s separately managed accounts held 66% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs) and 12% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stonebridge Wealth Management?
Stonebridge Wealth Management’s direct owners are William Laipple (50% to 75%) and Christopher Plahm (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Stonebridge Wealth Management get paid?
Stonebridge Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stonebridge Wealth Management?
Stonebridge Wealth Management’s main office is at 1010 Jorie BLVD, Suite 144, Oak Brook, IL 60523. Its phone number is 630-230-1830. Its website is stonebridgewm.com.