YORKBRIDGE WEALTH PARTNERS, LLC

CRD #283949 SEC #801-107827 NEW YORK, NY (212) 574-4070

SEC Registered

Total AUM

$1B

Discretionary

$957.3M

Employees

Clients

Accounts

1,190

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 24, 2023
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHER, SETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
WINN, CHRISTOPHER, EDWARD	I	MEMBER AND INTERIM CCO	E	Control
WINN, CHRISTOPHER, EDWARD	I	MEMBER AND INTERIM CCO	E	Control
WINN, CHRISTOPHER, EDWARD	I	MEMBER AND INTERIM CCO	E	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	D	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	D	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	D	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	D	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
MAGLIA, CARRIE, GALLAWAY	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
STERN, ANDREW, LANE	I	MANAGING MEMBER	C	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control
LANE, JEFFREY, BRUCE	I	PARTNER	A	Control

Registrations

Federal

Mar 24, 2023 REGISTERED

Notice Filings (15)

CA CT FL IL MA MD MI NC NH NJ NY PA TX VA VI

Address

80 BROAD STREET
SUITE 1701
NEW YORK, NY 10004
United States

Phone: (212) 574-4070