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TRIBRIDGE PARTNERS FINANCIAL LLC

COLUMBIA, MD · CRD 326489 · IAPD ↗ · tribridgepartnersfinancial.com · 240-422-8799

$1.60BRegulatory AUM
7Advisory reps
23Employees
0Clients
11-25Planning clients
0Private funds
9States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
March 2026 — TRIBRIDGE PARTNERS FINANCIAL LLC notice-filed in LA, NC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2026 — TRIBRIDGE PARTNERS FINANCIAL LLC reported RAUM up 33% ($1.20B -> $1.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — TRIBRIDGE PARTNERS FINANCIAL LLC notice-filed in CA, DC, FL, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — TRIBRIDGE PARTNERS FINANCIAL LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — TRIBRIDGE PARTNERS FINANCIAL LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
October 2024 — TRIBRIDGE PARTNERS FINANCIAL LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
95
June 2024 — TRIBRIDGE PARTNERS FINANCIAL LLC (COLUMBIA, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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