YORKBRIDGE WEALTH PARTNERS, LLC
CRD #283949 SEC #801-107827 NEW YORK, NY (212) 574-4070
SEC Registered
Total AUM
$1B
Discretionary
$957.3M
Employees
9
Clients
26
Accounts
1,190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $1B | $957.3M | $55.5M | 9 | 0 |
| Mar 2022 | $1.2B | $1.1B | $70.1M | 10 | 0 |
| Nov 2021 | $995.5M | $925.7M | $69.8M | 9 | 0 |
| Mar 2021 | $995.5M | $925.7M | $69.8M | 9 | 0 |
| Nov 2020 | $887.2M | $794.7M | $92.5M | 8 | 0 |
| Sep 2020 | $887.2M | $794.7M | $92.5M | 8 | 0 |
| Jun 2020 | $887.2M | $794.7M | $92.5M | 8 | 0 |
| Mar 2020 | $887.2M | $794.7M | $92.5M | 8 | 0 |
| Nov 2019 | $757M | $696.6M | $60.4M | 7 | 0 |
| Apr 2019 | $757M | $696.6M | $60.4M | 7 | 0 |
| Mar 2019 | $757M | $696.6M | $60.4M | 7 | 0 |
| Jan 2019 | $805.4M | $650.4M | $155M | 8 | 0 |
| Jan 2019 | $805.4M | $650.4M | $155M | 8 | 0 |
| Apr 2018 | $805.4M | $650.4M | $155M | 8 | 0 |
| Mar 2018 | $805.4M | $650.4M | $155M | 8 | 0 |
| Sep 2017 | $712.8M | $695.5M | $17.3M | 8 | 200 |
| Jun 2017 | $712.8M | $695.5M | $17.3M | 8 | 200 |
| Mar 2017 | $712.8M | $695.5M | $17.3M | 8 | 200 |
| Mar 2017 | $712.8M | $695.5M | $17.3M | 8 | 200 |
| Jan 2017 | $568M | $511.2M | $56.8M | 6 | 200 |
| Dec 2016 | $568M | $511.2M | $56.8M | 6 | 200 |
| Sep 2016 | $568M | $511.2M | $56.8M | 6 | 200 |
| Jul 2016 | $0 | $0 | $0 | 6 | 0 |
| Jun 2016 | $0 | $0 | $0 | 6 | 0 |
| Jun 2016 | $0 | $0 | $0 | 7 | 0 |
| Jun 2016 | $0 | $0 | $0 | 7 | 0 |
| Jun 2016 | $0 | $0 | $0 | 7 | 0 |
| May 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2023
Total AUM$1B
Discretionary$957.3M
Non-Disc.$55.5M
Employees9
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$70.1M
Employees10
Clients0
DateNov 2021
Total AUM$995.5M
Discretionary$925.7M
Non-Disc.$69.8M
Employees9
Clients0
DateMar 2021
Total AUM$995.5M
Discretionary$925.7M
Non-Disc.$69.8M
Employees9
Clients0
DateNov 2020
Total AUM$887.2M
Discretionary$794.7M
Non-Disc.$92.5M
Employees8
Clients0
DateSep 2020
Total AUM$887.2M
Discretionary$794.7M
Non-Disc.$92.5M
Employees8
Clients0
DateJun 2020
Total AUM$887.2M
Discretionary$794.7M
Non-Disc.$92.5M
Employees8
Clients0
DateMar 2020
Total AUM$887.2M
Discretionary$794.7M
Non-Disc.$92.5M
Employees8
Clients0
DateNov 2019
Total AUM$757M
Discretionary$696.6M
Non-Disc.$60.4M
Employees7
Clients0
DateApr 2019
Total AUM$757M
Discretionary$696.6M
Non-Disc.$60.4M
Employees7
Clients0
DateMar 2019
Total AUM$757M
Discretionary$696.6M
Non-Disc.$60.4M
Employees7
Clients0
DateJan 2019
Total AUM$805.4M
Discretionary$650.4M
Non-Disc.$155M
Employees8
Clients0
DateJan 2019
Total AUM$805.4M
Discretionary$650.4M
Non-Disc.$155M
Employees8
Clients0
DateApr 2018
Total AUM$805.4M
Discretionary$650.4M
Non-Disc.$155M
Employees8
Clients0
DateMar 2018
Total AUM$805.4M
Discretionary$650.4M
Non-Disc.$155M
Employees8
Clients0
DateSep 2017
Total AUM$712.8M
Discretionary$695.5M
Non-Disc.$17.3M
Employees8
Clients200
DateJun 2017
Total AUM$712.8M
Discretionary$695.5M
Non-Disc.$17.3M
Employees8
Clients200
DateMar 2017
Total AUM$712.8M
Discretionary$695.5M
Non-Disc.$17.3M
Employees8
Clients200
DateMar 2017
Total AUM$712.8M
Discretionary$695.5M
Non-Disc.$17.3M
Employees8
Clients200
DateJan 2017
Total AUM$568M
Discretionary$511.2M
Non-Disc.$56.8M
Employees6
Clients200
DateDec 2016
Total AUM$568M
Discretionary$511.2M
Non-Disc.$56.8M
Employees6
Clients200
DateSep 2016
Total AUM$568M
Discretionary$511.2M
Non-Disc.$56.8M
Employees6
Clients200
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0