DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Greenbridge Partners LLC
Latest filing Mar 10, 2026
First filing on the tape Apr 6, 2023 · 11 filings
SEC status approved since May 5, 2023
RAUM
$433M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$433M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$433M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$433M as of Mar 10, 2026
Mar 11, 2024$179M then
HNW client RAUM$114M as of Mar 10, 2026
Mar 11, 2024$84.1M then
State-registered IARs (5.B.3)1 as of Mar 10, 2026
Mar 11, 20241 then
Employees (5.A)1 as of Mar 10, 2026
Mar 11, 20241 then
Private funds: no history
RAUM +70% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Mar 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $433MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 648derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.1MderivedHNW RAUM over HNW clients
- Average account
- $590,896derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +70%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +42%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$319M74%
- High-net-worth individuals$114M26%
- Individual clients
- 541reported
- HNW clients
- 107reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 733reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jay Laurence Wells | Lakeland, Fl | Oct 17, 2019 | 26 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jay Laurence Wells from Triumph Wealth Advisors, Inc.Oct 17, 2019 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Laurence Jay Wells · Managing Member & Chief Compliance Officercontrolsince 05/2019 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Mar 10, 2026HNW share of RAUM moved from 42.0% to 26.0% between the annual amendments of 2025-03-12 and 2026-03-10peers: independent wealth managers, $100M to $500M (5,676)
- RAUM up 50 %Change between filings · filing Mar 10, 2026RAUM (Item 5.F) moved from $254,813,205 to $433,127,053 (+70.0%) between the annual amendments of 2025-03-12 and 2026-03-10; the peer median change was +15.0% (4551 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 517 to 733Mar 12, 2025 to Mar 10, 2026
- HNW clients · 112 to 107Mar 12, 2025 to Mar 10, 2026
- Individual clients · 345 to 541Mar 12, 2025 to Mar 10, 2026
- Discretionary RAUM · $255M to $433MMar 12, 2025 to Mar 10, 2026
- HNW RAUM · $108M to $114MMar 12, 2025 to Mar 10, 2026
- Individual RAUM · $147M to $319MMar 12, 2025 to Mar 10, 2026
- RAUM · $255M to $433MMar 12, 2025 to Mar 10, 2026
- Accounts · 410 to 517Dec 20, 2024 to Mar 12, 2025
- HNW clients · 103 to 112Dec 20, 2024 to Mar 12, 2025
- Individual clients · 266 to 345Dec 20, 2024 to Mar 12, 2025
- Financial planning clients · 26-50 to 26-50Dec 20, 2024 to Mar 12, 2025
- Discretionary RAUM · $179M to $255MDec 20, 2024 to Mar 12, 2025
- HNW RAUM · $84.1M to $108MDec 20, 2024 to Mar 12, 2025
- Individual RAUM · $94.7M to $147MDec 20, 2024 to Mar 12, 2025
- RAUM · $179M to $255MDec 20, 2024 to Mar 12, 2025
- Accounts · 310 to 410Feb 5, 2024 to Mar 11, 2024
- HNW clients · 46 to 103Feb 5, 2024 to Mar 11, 2024
- Individual clients · 264 to 266Feb 5, 2024 to Mar 11, 2024
- Discretionary RAUM · $115M to $179MFeb 5, 2024 to Mar 11, 2024
- HNW RAUM · $38.4M to $84.1MFeb 5, 2024 to Mar 11, 2024
- Individual RAUM · $77.1M to $94.7MFeb 5, 2024 to Mar 11, 2024
- RAUM · $115M to $179MFeb 5, 2024 to Mar 11, 2024
- Assets in custody · 1379650.0 to unsetAug 1, 2023 to Aug 25, 2023
- Custody of client assets · true to falseAug 1, 2023 to Aug 25, 2023
- Discretionary RAUM · $115M to $115MAug 1, 2023 to Aug 25, 2023
- HNW RAUM · $38.4M to $38.4MAug 1, 2023 to Aug 25, 2023
- Individual RAUM · $77.1M to $77.1MAug 1, 2023 to Aug 25, 2023
- RAUM · $115M to $115MAug 1, 2023 to Aug 25, 2023
Signals
2 dated events
- Greenbridge Partners Llc reported RAUM $433.1M, up 70% from $254.8M (2025-03-12 to 2026-03-10)Mar 10, 2026 · RAUM change · derived
- Greenbridge Partners Llc filed its initial SEC registration (Form ADV)Apr 6, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 863-688-5938reportedpublic record, Form ADV, Mar 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $433Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026