# Eric Ludwig

> Eric Ludwig is a fee-only financial advisor at Stockbridge Private Wealth Management in Sun Prairie, Wisconsin, who holds the CFP credential. Eric focuses on retirement planning and tax planning. Stockbridge Private Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-ludwig/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stockbridge Private Wealth Management
- **Based in:** Sun Prairie, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $52.2M across 90 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5436713 (https://adviserinfo.sec.gov/individual/summary/5436713)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.stockbridgewealth.com

## Frequently asked questions

### Is Eric Ludwig a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Stockbridge Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, Stockbridge Private Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Does Eric work with clients virtually?

Yes. Stockbridge Private Wealth Management says on its website that it works with clients remotely.

### Where is Eric Ludwig based?

Eric Ludwig is based in Sun Prairie, Wisconsin.

### What does Eric specialize in?

Eric's specialties include retirement planning and tax planning. Eric works with retirees and pre-retirees.

### What credentials does Eric Ludwig hold?

Eric Ludwig holds the CFP credential.

### Is Eric Ludwig registered with the SEC?

Yes. Eric Ludwig is registered as an investment adviser representative in WI (CRD 5436713), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Stockbridge Private Wealth Management manage?

Stockbridge Private Wealth Management reports $52.2M across 90 accounts in assets under management.

### How do I contact Eric Ludwig?

Through Eric's website, www.stockbridgewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5436713): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://stockbridgewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.