What departments does Stonebridge Wealth Management have?

Stonebridge Wealth Management has employees across 2 departments including Finance, Operations.

What is the largest department at Stonebridge Wealth Management?

The largest department at Stonebridge Wealth Management is Finance with 1 employees.

Where are Stonebridge Wealth Management employees located globally?

Stonebridge Wealth Management has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Stonebridge Wealth Management's team size changed over time?

Stonebridge Wealth Management's team has decreased from approximately 4 to 3 employees based on available data.

Stonebridge Wealth Management Employee Directory

Q: Who are Stonebridge Wealth Management's key employees and leadership?

Stonebridge Wealth Management's key employees include: Founder And Chief Executive Officer: M. M., President And Chief Executive Officer: M. M..

Financial ServicesTennessee, United States2-10 Employees

Stonebridge Wealth Management operates in the financial services sector from Nashville, Tennessee. It is described as an independent, fee-only registered investment adviser that adheres to a fiduciary standard of care. The firm focuses on artists, entertainers, and athletes, delivering its services through a multifamily investment office and typically serving clients by referral.

Its approach is holistic and goals-based, aiming to help clients define personal measures of success while pursuing wealth creation and intergenerational preservation. The advisory team emphasizes close collaboration to ensure plans and services are appropriate and aligned with clients' long-term objectives. The organization positions itself as providing high-touch, high-trust service to protect, sustain, and grow wealth for high net-worth clients.

Stonebridge Wealth Management Global Highlights

North America
11

United States Of America
11

Africa
1

South Africa
1

Stonebridge Wealth Management's Leadership

M. M.
President And Chief Executive Officer
Mobile Phone
Email
M. M.
Founder And Chief Executive Officer
Mobile Phone
Email
T. M.
Director Of Financial Planning
Mobile Phone
Email
J. Q.
Operations & Reporting Manager
Mobile Phone
Email
C. W.
Manager
Mobile Phone
Email
L. Z.
Executive Assistant
Mobile Phone
Email
C. G.
Director, Private Wealth Advisor, Sports & Entertainment
Mobile Phone
Email

Stonebridge Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Stonebridge Wealth Management

Name

Title

Contact Info

Location

Last Update

M. M.
Founder And Chief Executive Officer
Mobile Phone
Email
United StatesKentucky
Jun 25, 2026
M. M.
President And Chief Executive Officer
Mobile Phone
Email
Jun 08, 2026
T. M.
Director Of Financial Planning
Mobile Phone
Email
United StatesTennessee
Jun 08, 2026
J. Q.
Operations & Reporting Manager
Mobile Phone
Email
United StatesTennessee
Jun 24, 2026
C. W.
Manager
Mobile Phone
Email
Oct 23, 2024
L. Z.
Executive Assistant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. G.
Director, Private Wealth Advisor, Sports & Entertainment
Mobile Phone
Email
United StatesArkansas
Mar 25, 2026

Frequently Asked Questions

What is Stonebridge Wealth Management known for?

Stonebridge Wealth Management was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 2100 West End Avenue 660 West End, Tennessee United States. Explore Stonebridge Wealth Management's company overview page for more information.

What is Stonebridge Wealth Management's most common email format?

Stonebridge Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Stonebridge Wealth Management email formats with LeadIQ.

How many employees does Stonebridge Wealth Management have currently?

Stonebridge Wealth Management has approximately 9 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Stonebridge Wealth Management's key employees and leadership?

As of June 2026, Stonebridge Wealth Management's key employees include:

President And Chief Executive Officer: M. M.
Founder And Chief Executive Officer: M. M.
Director Of Financial Planning: T. M.
Operations & Reporting Manager: J. Q.
Manager: C. W.

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Stonebridge Wealth Management Employee Directory

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