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Thomas Ronald Ludwig

Stockbridge Private Wealth Management, LLC

Sun Prairie, WI

CRD 6362781

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Employer firm

Stockbridge Private Wealth Management, LLC CRD 171869

$52.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Stockbridge Private Wealth Management, Llc

Sun Prairie, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-05-18
  • WI RA
    APPROVED
    Since 2026-05-18

Branch Locations

Sun Prairie, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stockbridge Private Wealth Management, Llc Sun Prairie WI 06/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-05
  • S65 Uniform Investment Adviser Law Examination
    2014-05-05
Other Names
  • Tom Ludwig

View on SEC IAPD

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