SourcingSourcing

ABRIDGE PARTNERS, LLC

B61
CRD 145247·SEC 801-68497
AUM
$124.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$372K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABRIDGE PARTNERS, LLC
CRD
145247
SEC file #
801-68497
EIN
—
DBA names
—

Economics

AUM
$124.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$179.0M → $124.0M▼ -31%
Client mix
Individuals High Net Worth116

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwabmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
abridgepartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GENE YATES & ASSOCIATES, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
GENE YATES & ASSOCIATES, LLC
WEALTH GUARDIANS, INC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ABRIDGEPARTNERS.COM
Rdap Domain Creation Date
2007-09-11T14:43:27Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
12,717
Form 5500 Compensation Trajectory 3y
202612,717
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
12,717
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Window
Charles Schwab1
Full
Charles Schwab7
E*trade4
Firm Has Custody
Yes
Rdap Domain Expiration Date
2028-09-11T14:43:27Z
Rdap Domain Last Changed
2023-08-29T20:22:06Z
Rdap Nameservers
Ns21.worldnic.comNs22.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
FLANAGAN, MICHAEL, ANTHONY
IAR · Executive Officer · 2.5%
2206189
YATES, JR., GENE, A.
IAR · Executive Officer · 2.5%
1036736
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
Marissa ELIZABETH Frizzell
IAR
7413366