Eric Ludwig
Stockbridge Private Wealth Management · Sun Prairie, Wisconsin
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Stockbridge Private Wealth Management |
|---|---|
| Based in | Sun Prairie, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $52.2M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 5436713 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.stockbridgewealth.com |
| Profile |
How Eric's firm compares
- Stockbridge Private Wealth Management's average account is about $580,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Stockbridge Private Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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