ABRIDGE PARTNERS, LLC
SEC RegisteredSimplifying the Management of Family Wealth
About the firm
Abridge Partners specializes in simplifying the complex task of managing multigenerational wealth. The firm is an independent employee-owned SEC Registered Investment Advisor, with partners who have worked together for over 25 years serving clients throughout the country. Abridge Partners serves clients in 20 states from locations in Jackson, MS and Kennett Square, PA.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, multigenerational wealth management, and trust services, including designing and modeling strategies to enhance wealth transferred to future generations, tax efficient portfolio management, and coordinating and administrating the critical components required to maximize results for high-net-worth families.
Who they serve
High-net-worth families, including multigenerational family relationships extending to second and third generations, served across 20 states.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 116 | $124M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $3,000,000 | 1.00% |
| $3,000,001 to $6,000,000 | 0.85% |
| $6,000,001 to $10,000,000 | 0.75% |
| $10,000,001 to $20,000,000 | 0.65% |
| $20,000,001 and over | — |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ABRIDGE PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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