This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$731MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$731M

Private client RAUM

$700MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$244Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1,116

Individual clients

262

High net worth clients

139

Custody, client assets

$203M

SEC number

801-106522

CIK

1673954

CRD

281037

Filings on the tape

41

First filed

Aug 4, 2015

Latest filed

Sep 14, 2026

Organised

Limited Liability Company, DE

• Occurred

  Aug 4, 2015
  First Form ADV filing

  Sevenbridge Financial Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2cc08ff3-ddc4-e093-f1fb-4e462612f94e

First observed

Aug 4, 2015

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.