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ABRIDGE PARTNERS, LLC

· CRD 145247 · IAPD ↗ · abridgepartners.com · (601) 718-0000

$124.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
October 2026 — ABRIDGE PARTNERS, LLC notice-filed in CA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — ABRIDGE PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
April 2025 — ABRIDGE PARTNERS, LLC changed its website from abridgepartnersllc.com to abridgepartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
65
April 2025 — ABRIDGE PARTNERS, LLC now reports custody of client assets ($3.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2024 — ABRIDGE PARTNERS, LLC reported RAUM down 53% ($217.6M -> $102.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2024 — ABRIDGE PARTNERS, LLC moved its main office from DIAMOND BAR, CA to JACKSON, MS.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.