G
Greenbridge Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$433,127,053
Clients
648
17% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
648
Very HighAverage account size
$668,406
About
Greenbridge Partners LLC provides portfolio management and financial planning primarily to individual and high‑net‑worth clients, establishing an Investment Policy Statement for each client and offering ongoing monitoring. Its investment recommendations span mutual funds, equities, fixed income, ETFs (including precious‑metals ETFs), annuities, treasury‑inflation protected bonds, private placements and venture capital interests.
The firm follows a rules‑based, long‑term approach with periodic rebalancing and employs a mix of charting, fundamental, quantitative and technical analysis to guide allocations, typically operating with discretionary authority. Client accounts are custodied at a designated custodian (Charles Schwab Advisor Services) and are reviewed at least quarterly, with written documentation of objectives and risk tolerance.
Greenbridge is notable for managing roughly $433 million in regulatory assets while serving about 648 clients with a single advisory professional, resulting in an unusually high AUM and client load per advisor. It also offers performance‑based fee arrangements for qualified clients and maintains affiliations with a broker‑dealer and an insurance agency, relationships the firm discloses as potential conflicts when commissionable products are recommended.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Annuities
Fee options
$250 to $12,500 fixed fee for financial planning services
Up to 2.00% annually
Compensation received for the sale of investment products by Jay Laurence Wells as a registered representative and insurance agent; commissions are not the firm's primary source of compensation.
$250 to $1,250 per hour for financial planning services
20.00% performance fee on capital appreciation plus annual 2.00% AUM fee for qualified clients
Main office location
Greenbridge Partners LLC
3700 Airfield Dr West
Lakeland FL 33811, United States
Number of offices
1
Most active in
Greenbridge Partners LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Florida · Georgia · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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