Greenbridge Partners LLC

Overview

Greenbridge Partners LLC is an SEC registered investment adviser based in Lakeland, FL, registered since 2019. It reports $433M in assets under management across 733 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$433M

Discretionary

100%

Accounts

733

Average account

$591K

Employees

1

Advisory reps

1

Registered since

2019

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 1 of 1

• Jay Laurence Wells Managing Member, Chief Compliance Officer CRD 2617589

Advisory reps 1 of 1

• Jay Laurence Wells Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2617589

Location

Headquarters

3700 Airfield Dr W
Lakeland, FL 33811

County

Polk

Metro area

Lakeland-Winter Haven, FL

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions

Every state, with registration dates

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