Wealth manager, independent · Kearney, NE
Stonebridge Wealth Systems LLC
SEC-registered investment adviser · CRD 327894 · SEC 801-128877
At a glance
Stonebridge Wealth Systems LLC is an SEC-registered investment adviser based in Kearney, Nebraska, with $369 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is individuals, and it reports 931 individual clients. By Form ADV it is a wealth manager, ranked 3,756th of 8,915 wealth managers and 9,173rd of 17,210 SEC-registered advisers by assets.
Main office 308-698-0144stonebridgeiwm.comAs filed on Form ADV
- Regulatory AUM
- $369M
- Rank among wealth managers
- #3,756 of 8,915
- Rank among all SEC RIAs
- #9,173 of 17,210
- Rank in Nebraska
- #44 of 71
- Individual clients
- 931
- High-net-worth clients
- 139
- Accounts
- 2,820
- Discretionary
- 97% of AUM
- Employees
- 25
- Advisory staff
- 10
- Offices
- 4
Owners and executives on its Form ADV
- Jeffrey GoveManaging Member
- Timothy K. KulhanekMember
- Scott A. NachtigalMember
- Jeremy GoveMember
- John K. DwyerChief Compliance Officer
Custody and brokerage
2 custodians
- Fidelity Distributors Company$230M62%
- Charles Schwab$138M38%
Other RIAs using Fidelity Distributors CompanyOther multi-custodian RIAs
Broker-dealer
Hybrid RIA
Stonebridge Wealth Systems LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names World Equity Group as the broker-dealer its advisers are registered with.
Investment Advisor Representatives of Stonebridge receive external compensation for the sale of securities to Clients as a registered representative of World Equity Group, Inc., a broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 792 | $201M | 54% |
| High-net-worth individuals | 139 | $168M | 46% |
Disciplinary disclosures
Stonebridge Wealth Systems LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗stonebridgeiwm.com ↗
AtlasMembers
The full record on Stonebridge Wealth Systems LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 6,221 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Stonebridge Wealth Systems LLC manage?
Stonebridge Wealth Systems LLC reports $369 million in regulatory assets under management across 2,820 accounts, 97% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is Stonebridge Wealth Systems LLC?
Stonebridge Wealth Systems LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Stonebridge Wealth Systems LLC’s clients?
By assets, its largest client types are individuals ($201 million, 792 clients); high-net-worth individuals ($168 million, 139 clients).
Does Stonebridge Wealth Systems LLC have any disciplinary history?
Stonebridge Wealth Systems LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Stonebridge Wealth Systems LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →