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

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

0

Custody, client assets

$0

SEC number

801-134769

CRD

339161

Filings on the tape

3

First filed

Nov 25, 2025

Latest filed

Apr 24, 2026

Organised

Limited Liability Company, DE

Website

portfoliobridge.co

• Occurred

  Nov 25, 2025
  Advisor owns new adviser

  Jason Robert Wenk, registered through Graetz Wealth (Jenison, MI), is a direct owner of Prelude Investment Services, an adviser first registered 2025-11-25; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a15ed7b2-dede-e944-b880-1ab25cc8ead8

First observed

Nov 25, 2025

Last observed

Apr 24, 2026 5 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.