Greenbridge Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Greenbridge Partners reports 648 clients. They include 541 individual clients and 107 high-net-worth individuals. Of its assets, 100.0% ($433M across 733 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 74% |
| High-net-worth individuals | 17% | 26% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 541 | $319M | 73.8% | $590K |
| High-net-worth individuals | 107 | $114M | 26.2% | $1.06M |
| Total | 648 | $433M | 100% | $668K |
- Clients
- 541
- Regulatory AUM
- $319M
- AUM share
- 73.8%
- Avg. per client
- $590K
- Clients
- 107
- Regulatory AUM
- $114M
- AUM share
- 26.2%
- Avg. per client
- $1.06M
Total
- Clients
- 648
- Regulatory AUM
- $433M
- AUM share
- 100%
- Avg. per client
- $668K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Greenbridge Partners charges up to 2.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Fixed financial planning fees are negotiated between $250 and $12,500, and hourly fees between $250 and $1,250.
Jay Wells owns 75% or more of Greenbridge Partners. The leadership team of Greenbridge Partners includes Chief Compliance Officer Jay Wells. It has 1 employee.
Leadership
- Jay WellsManaging Member & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Greenbridge Partners LLC
Jay Wells
Control person · since May 2019
Greenbridge Partners’ regulatory assets grew 3.8× from $115M (August 2023) to $433M (March 2026); clients rose from 310 to 648 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $433M | 648 | 1 | 1 |
| Mar 2025March 2025 | $255M | 457 | 1 | 1 |
| Jun 2024June 2024 | $179M | 369 | 1 | 1 |
| Aug 2023August 2023 | $115M | 310 | 1 | 1 |
Besides its headquarters, Greenbridge Partners has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 3700 Airfield DR West, LakelandHQ
Contact and registration details
- Legal name
- Greenbridge Partners LLC
- Headquarters
- 3700 Airfield DR West, Lakeland, FL 33811
- Website
- Not reported
- Phone
- 863-688-5938
- SEC file
- 801-127934
- Structure
- Florida LLC
- Fiscal year end
- December
Greenbridge Partners’ named custodian for separately managed accounts is Charles Schwab ($255M). Greenbridge Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $255M100%
At year end, Greenbridge Partners’ separately managed accounts were mostly in stocks (75%) and funds (23%).
What the accounts hold
- Stocks75%
- Funds23%
- Cash2%
How many clients does Greenbridge Partners have?
Greenbridge Partners has 648 clients and manages $433 million for them, as of March 2026. They include 541 individual clients and 107 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Greenbridge Partners offer?
Greenbridge Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Greenbridge Partners charge?
Greenbridge Partners charges up to 2.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A-GREENBRIDGE PARTNERS LLC, filed 10 March 2026
Which custodians does Greenbridge Partners use?
Greenbridge Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $255M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Greenbridge Partners have?
Greenbridge Partners has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Greenbridge Partners invest in?
At the end of its last fiscal year, Greenbridge Partners’ separately managed accounts held 75% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Greenbridge Partners?
Greenbridge Partners’ direct owner is Jay Wells (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Greenbridge Partners get paid?
Greenbridge Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Greenbridge Partners?
Greenbridge Partners’ main office is at 3700 Airfield DR West, Lakeland, FL 33811. Its phone number is 863-688-5938.