← Tributary

GREENBRIDGE PARTNERS LLC

LAKELAND, FL · CRD 304445 · IAPD ↗ · 863-688-5938

$433.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — GREENBRIDGE PARTNERS LLC reported RAUM up 70% ($254.8M -> $433.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2025 — GREENBRIDGE PARTNERS LLC reported RAUM up 43% ($178.7M -> $254.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2025 — GREENBRIDGE PARTNERS LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — GREENBRIDGE PARTNERS LLC reported RAUM up 55% ($115.4M -> $178.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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