Thomas Ludwig
Stockbridge Private Wealth Management · Sun Prairie, Wisconsin
Thomas Ludwig is a fee-only financial advisor at Stockbridge Private Wealth Management in Sun Prairie, Wisconsin. Thomas 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 |
| SEC registration | Investment adviser representative in WI · CRD 6362781 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stockbridgewealth.com |
How Thomas'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 Thomas
Is Thomas Ludwig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas's firm, Stockbridge Private Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Does Thomas work with clients virtually?
Yes. Stockbridge Private Wealth Management says on its website that it works with clients remotely.
Where is Thomas Ludwig based?
Thomas Ludwig is based in Sun Prairie, Wisconsin.
What does Thomas specialize in?
Thomas's specialties include retirement planning and tax planning. Thomas works with retirees and pre-retirees.
Is Thomas Ludwig registered with the SEC?
Yes. Thomas Ludwig is registered as an investment adviser representative in WI (CRD 6362781), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Thomas Ludwig?
Through Thomas'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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