{"url":"https://nivawealth.com/firms/greenbridge-partners-304445","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/304445","regulatoryAum":433127053,"crd":"304445","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2617589","suffix":null,"lastName":"WELLS","firstName":"JAY","middleName":"LAURENCE"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-08-01","regulatoryAum":115412678,"clients":310,"employees":1,"offices":1},{"filedOn":"2024-06-11","regulatoryAum":178734014,"clients":369,"employees":1,"offices":1},{"filedOn":"2025-03-12","regulatoryAum":254813205,"clients":457,"employees":1,"offices":1},{"filedOn":"2026-03-10","regulatoryAum":433127053,"clients":648,"employees":1,"offices":1}],"secFileNumber":"801-127934","legalName":"Greenbridge Partners LLC","displayName":"Greenbridge 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HNW)","clients":541,"regulatoryAum":319438243},{"label":"High-net-worth individuals","clients":107,"regulatoryAum":113688810}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016569","versionId":1016569,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-10","documentName":"ADV PART 2A-GREENBRIDGE PARTNERS LLC","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Fixed financial planning fees are negotiated between $250 and $12,500, and hourly fees between $250 and $1,250.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016569","versionId":1016569,"submittedOn":"2026-03-10","documentName":"ADV PART 2A-GREENBRIDGE PARTNERS LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:39:09.097728+00:00","documents":[{"name":"ADV PART 2A-GREENBRIDGE PARTNERS LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016569","versionId":1016569,"submittedOn":"2026-03-10"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=848435","versionId":848435,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":254813205}],"custodyNote":"Greenbridge Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jay Wells","title":"Managing Member & Chief Compliance Officer","crd":"2617589"}],"ownership":[{"label":"Jay Wells","detail":"Managing member & chief compliance officer in the 75% or more ownership band and a control person, since May 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"3700 Airfield DR West","city":"Lakeland","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"863-688-5938","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":75},{"label":"Securities issued by registered investment companies or business development companies","percent":23},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"10 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/304445/PDF/304445.pdf","brochureDate":"10 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016569","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Greenbridge Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Greenbridge Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Greenbridge Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Greenbridge Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Greenbridge Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Greenbridge Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Greenbridge Partners?","answer":"Greenbridge Partners’ direct owner is Jay Wells (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Greenbridge Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Greenbridge Partners?","answer":"Greenbridge Partners’ main office is at 3700 Airfield DR West, Lakeland, FL 33811. Its phone number is 863-688-5938.","source":"Form ADV Part 1A, Item 1.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}