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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ABRIDGE PARTNERS, LLC

CRD 145247

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30805299-ce1c-db6f-a842-2573c4e30907

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Apr 2, 2012 to Mar 23, 2026
45 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $124MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $116M
Private client RAUM: $124MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $41.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 319
High net worth clients: 116
Custody, client assets: $6.7M
SEC number: 801-68497
CRD: 145247
Filings on the tape: 45
First filed: Apr 2, 2012
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, CA
Website: abridgepartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL ANTHONY FLANAGAN	n/a	JACKSON, MS \| KENNETT SQUARE, PA	13	34	4	no
Marissa ELIZABETH Frizzell	n/a	KENNETT SQUARE, PA \| JACKSON, MS	1	14	1	no
GENE A. YATES	n/a	JACKSON, MS	0	44	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FLANAGAN, MICHAEL, ANTHONY	MANAGING MEMBER	E	yes	12/2012	Nov 2, 2012	Jun 11, 2024
FLANAGAN, MICHAEL, ANTHONY	Principal	Na	yes	09/2012	Nov 2, 2012	Jun 11, 2024
GENE YATES & ASSOCIATES, LLC	Member	D	yes	11/2020	Nov 24, 2020	Jun 11, 2024
WEALTH GUARDIANS, INC	Member	D	yes	12/2012	Mar 22, 2024	Jun 11, 2024
YATES, JR., GENE, A.	MANAGING MEMBER	E	yes	10/2007	Nov 24, 2020	Jun 11, 2024
YATES, JR., GENE, A.	Principal	Na	yes	11/2020	Nov 24, 2020	Jun 11, 2024
SADZEWICZ, GERY, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	no	09/2013	Sep 24, 2013	Jun 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BIRGEN ASSET MANAGEMENT, INC.	n/a	n/a	n/a	Y	yes	n/a
STANISLAWSKI & HARRISON WEALTH MANAGEMENT, LLC	n/a	n/a	n/a	Y	yes	n/a
WEALTH GUARDIAN, INC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
KENNETT SQUARE	Pa	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$124M	$116M	5	2	1	n/a	n/a
2024	Apr 3, 2025	$103M	$95.0M	2	2	1	n/a	n/a
2023	Mar 22, 2024	$102M	$97.0M	2	2	1	n/a	n/a
2022	Mar 20, 2023	$218M	$138M	5	3	2	n/a	n/a
2021	Mar 31, 2022	$314M	$149M	6	3	2	n/a	n/a
2020	Mar 31, 2021	$242M	$104M	6	3	2	n/a	n/a
2019	Mar 30, 2020	$205M	$139M	4	2	1	n/a	n/a
2018	Mar 29, 2019	$179M	$120M	4	2	2	n/a	n/a
2017	Mar 19, 2018	$131M	$69.6M	3	3	2	n/a	n/a
2016	Mar 27, 2017	$155M	$101M	6	3	n/a	n/a	n/a
2015	Mar 25, 2016	$143M	$98.7M	6	3	n/a	n/a	n/a
2014	Mar 31, 2015	$141M	$87.8M	8	5	n/a	n/a	n/a
2013	Mar 28, 2014	$215M	$137M	8	5	n/a	n/a	n/a
2012	Mar 28, 2013	$214M	$137M	7	5	n/a	n/a	n/a
2011	Apr 2, 2012	$191M	$87.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$124M	$103M	20.6%	$218M	-17.1%	5	2	1	1

Relationships

Registered with (7)

← GENE A. YATESAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Marissa ELIZABETH FrizzellAdvisorregistration: current employment
Apr 22, 2025 to presentfactForm ADV
← MICHAEL ANTHONY FLANAGANAdvisorregistration: current employment
Dec 3, 2012 to presentfactForm ADV
← Robert M BirgenAdvisorregistration: previous registration
Oct 25, 2007 to Jan 23, 2024factForm ADV
← MICHAEL EDWARD RONEYAdvisorregistration: previous registration
Jul 3, 2013 to Jan 23, 2024factForm ADV
← PATRICIA A TISDALEAdvisorregistration: previous registration
Nov 9, 2011 to Apr 1, 2014factForm ADV
← ERIC J STUTZMANAdvisorregistration: previous registration
Dec 5, 2011 to Nov 1, 2012factForm ADV

Controls (4)

← YATES, JR., GENE, A.OwnerMANAGING MEMBER, ownership code E, individual
Nov 24, 2020 to Jun 11, 2024factForm ADV
← FLANAGAN, MICHAEL, ANTHONYOwnerMANAGING MEMBER, ownership code E, individual
Nov 2, 2012 to Jun 11, 2024factForm ADV
← GENE YATES & ASSOCIATES, LLCOwnerMEMBER, ownership code D, domestic entity
Nov 24, 2020 to Jun 11, 2024factForm ADV
← WEALTH GUARDIANS, INCOwnerMEMBER, ownership code D, domestic entity
Mar 22, 2024 to Jun 11, 2024factForm ADV

Owns (1)

← SADZEWICZ, GERY, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 24, 2013 to Jun 11, 2024factForm ADV

Dated events

Occurred
Mar 22, 2024
Regulatory AUM changed
Abridge Partners, Llc reported RAUM $102.5M, down 53% from $217.6M (2023-04-13 to 2024-03-22)
Form ADVobserved 6 days ago
$-115M
Occurred
Mar 22, 2024
Control person left
Michael Robert Birgen (Co-Trustee) no longer on Schedule A of Abridge Partners, Llc (listed 2023-04-13, absent 2024-03-22)
Form ADVobserved 6 days ago
Occurred
Mar 22, 2024
Control person left
Johnson Marty Birgen (Co-Trustee) no longer on Schedule A of Abridge Partners, Llc (listed 2023-04-13, absent 2024-03-22)
Form ADVobserved 6 days ago
Occurred
Jan 23, 2024
Advisor changed firm
Michael Edward Roney left Abridge Partners, Llc for Stanislawski & Harrison Wealth Management, Llc (registered 2015-01-13)
Form ADVobserved 6 days ago
Occurred
Jan 23, 2024
Advisor changed firm
Robert M Birgen left Abridge Partners, Llc for Stanislawski & Harrison Wealth Management, Llc (registered 2008-01-16)
Form ADVobserved 6 days ago
Occurred
Nov 24, 2020
Control person joined
A. Gene Jr. Yates (Principal) appeared on Schedule A of Abridge Partners, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30805299-ce1c-db6f-a842-2573c4e30907
First observed: Apr 2, 2012
Last observed: Mar 23, 2026 6 months 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.

ABRIDGE PARTNERS, LLC

CRD 145247

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30805299-ce1c-db6f-a842-2573c4e30907

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL ANTHONY FLANAGAN

n/a

JACKSON, MS | KENNETT SQUARE, PA

Marissa ELIZABETH Frizzell

n/a

KENNETT SQUARE, PA | JACKSON, MS

GENE A. YATES

n/a

JACKSON, MS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FLANAGAN, MICHAEL, ANTHONY

MANAGING MEMBER

yes

12/2012

Nov 2, 2012

Jun 11, 2024

FLANAGAN, MICHAEL, ANTHONY

Principal

yes

09/2012

Nov 2, 2012

Jun 11, 2024

GENE YATES & ASSOCIATES, LLC

Member

yes

11/2020

Nov 24, 2020

Jun 11, 2024

WEALTH GUARDIANS, INC

Member

yes

12/2012

Mar 22, 2024

Jun 11, 2024

YATES, JR., GENE, A.

MANAGING MEMBER

yes

10/2007

Nov 24, 2020

Jun 11, 2024

YATES, JR., GENE, A.

Principal

yes

11/2020

Nov 24, 2020

Jun 11, 2024

SADZEWICZ, GERY, JOSEPH

CHIEF COMPLIANCE OFFICER

09/2013

Sep 24, 2013

Jun 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BIRGEN ASSET MANAGEMENT, INC.

n/a

yes

n/a

STANISLAWSKI & HARRISON WEALTH MANAGEMENT, LLC

n/a

yes

n/a

WEALTH GUARDIAN, INC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

KENNETT SQUARE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$124M

$116M

n/a

2024

Apr 3, 2025

$103M

$95.0M

n/a

2023

Mar 22, 2024

$102M

$97.0M

n/a

2022

Mar 20, 2023

$218M

$138M

n/a

2021

Mar 31, 2022

$314M

$149M

n/a

2020

Mar 31, 2021

$242M

$104M

n/a

2019

Mar 30, 2020

$205M

$139M

n/a

2018

Mar 29, 2019

$179M

$120M

n/a

2017

Mar 19, 2018

$131M

$69.6M

n/a

2016

Mar 27, 2017

$155M

$101M

n/a

2015

Mar 25, 2016

$143M

$98.7M

n/a

2014

Mar 31, 2015

$141M

$87.8M

n/a

2013

Mar 28, 2014

$215M

$137M

n/a

2012

Mar 28, 2013

$214M

$137M

n/a

2011

Apr 2, 2012

$191M

$87.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$124M

$103M

20.6%

$218M

-17.1%