YORKBRIDGE WEALTH PARTNERS, LLC
Adviser information for YORKBRIDGE WEALTH PARTNERS, LLC last updated from Form ADV on March 24th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 9 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 6 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 2 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,122 | $957.3M |
Non-Discretionary | 68 | $55.5M |
Total | 1,190 | $1.0B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 15 | $4.4M |
HNW Individuals | 288 | $959.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 8 | $13.6M |
Charitable organizations | <5 | $15.2M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 6 | $20.5M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
80 BROAD STREETSUITE 1701
NEW YORK
NY
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: (212) 574-4070, Fax: (212) 320-8845
Chief Compliance Officer
SETH SCHER
DIRECTOR OF OPERATIONS
80 BROAD STREET
SUITE 1701
NEW YORK
NY
United States
Tel:
(212) 518-2126
Fax:
(212) 320-8845
S*****@*******************M
(Full email address available in API data)
Regulatory Contact
CARRIE S. GALLAWAY
MANAGING PARTNER
80 BROAD STREET
SUITE 1701
NEW YORK
NY
United States
Tel:
(212) 574-4076
Fax:
(212) 320-8845
C********@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MAGLIA, CARRIE, GALLAWAY | Individual | – | MANAGING MEMBER | 06/2016 | 25-50% |
STERN, ANDREW, LANE | Individual | – | MANAGING MEMBER | 06/2016 | 25-50% |
LANE, JEFFREY, BRUCE | Individual | – | PARTNER | 06/2016 | 5-10% |
SCHER, SETH, A | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2019 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed January 26th, 2023 for period ending December 31st, 2022
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO COM | Stock | 1M | 10K | – |
ABBOTT LABS COM | Stock | 6M | 57K | – |
ABBVIE INC COM | Stock | 3M | 16K | – |
ACCENTURE PLC IRELAND SHS CLASS A | Stock | 4M | 16K | – |
ACTIVISION BLIZZARD INC COM | Stock | 315K | 4K | – |
ADOBE SYSTEMS INCORPORATED COM | Stock | 4M | 13K | – |
AIRBNB INC COM CL A | Stock | 2M | 24K | – |
AKAMAI TECHNOLOGIES INC COM | Stock | 338K | 4K | – |
ALARM COM HLDGS INC COM | Stock | 228K | 5K | – |
ALCON AG ORD SHS | Stock | 430K | 6K | – |
ALIGN TECHNOLOGY INC COM | Stock | 757K | 4K | – |
ALLSTATE CORP COM | Stock | 273K | 2K | – |
ALPHABET INC CAP STK CL A | Stock | 2M | 17K | – |
ALPHABET INC CAP STK CL C | Stock | 7M | 81K | – |
ALTRIA GROUP INC COM | Stock | 2M | 39K | – |
AMAZON COM INC COM | Stock | 9M | 103K | – |
AMBEV SA SPONSORED ADR | ADR | 250K | 92K | – |
AMERICAN EXPRESS CO COM | Stock | 637K | 4K | – |
AMERICAN INTL GROUP INC COM NEW | Stock | 820K | 13K | – |
AMERICAN TOWER CORP NEW COM | REIT | 2M | 8K | – |
AMERIPRISE FINL INC COM | Stock | 202K | 650 | – |
AMGEN INC COM | Stock | 2M | 6K | – |
AMPHENOL CORP NEW CL A | Stock | 211K | 3K | – |
ANALOG DEVICES INC COM | Stock | 454K | 3K | – |
AON PLC SHS CL A | Stock | 668K | 2K | – |
APOLLO GLOBAL MGMT INC COM | Stock | 1M | 21K | – |
APPFOLIO INC COM CL A | Stock | 233K | 2K | – |
APPLE INC COM | Stock | 16M | 123K | – |
ASBURY AUTOMOTIVE GROUP INC COM | Stock | 299K | 2K | – |
AT&T INC COM | Stock | 330K | 18K | – |
AUTODESK INC COM | Stock | 3M | 17K | – |
AUTOMATIC DATA PROCESSING INC COM | Stock | 984K | 4K | – |
AVALONBAY CMNTYS INC COM | REIT | 610K | 4K | – |
AVERY DENNISON CORP COM | Stock | 256K | 1K | – |
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | ADR | 322K | 54K | – |
BANK AMERICA CORP COM | Stock | 2M | 52K | – |
BECTON DICKINSON & CO COM | Stock | 1M | 5K | – |
BERKLEY W R CORP COM | Stock | 10M | 137K | – |
BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 4M | 14K | – |
BHP GROUP LTD SPONSORED ADS | ADR | 583K | 9K | – |
BIOGEN INC COM | Stock | 284K | 1K | – |
BLACKLINE INC COM | Stock | 303K | 5K | – |
BLACKROCK INC COM | Stock | 628K | 886 | – |
BLACKROCK SHORT MATURITY BOND ETF | ETF | 817K | 17K | – |
BLACKSTONE INC COM | Stock | 296K | 4K | – |
BOEING CO COM | Stock | 317K | 2K | – |
BOOZ ALLEN HAMILTON HLDG CORP CL A | Stock | 303K | 3K | – |
BRISTOL-MYERS SQUIBB CO COM | Stock | 1M | 19K | – |
BROADCOM INC COM | Stock | 1M | 2K | – |
BROOKFIELD CORP CL A LTD VT SH | Stock | 298K | 9K | – |
CANADIAN NATL RY CO COM | Stock | 370K | 3K | – |
CARLYLE SECURED LENDING INC COM | CEF | 458K | 32K | – |
CARRIER GLOBAL CORPORATION COM | Stock | 344K | 8K | – |
CATERPILLAR INC COM | Stock | 321K | 1K | – |
CHARLES RIV LABS INTL INC COM | Stock | 318K | 1K | – |
CHESAPEAKE ENERGY CORP COM | Stock | 583K | 6K | – |
CHEVRON CORP NEW COM | Stock | 622K | 3K | – |
CHOICE HOTELS INTL INC COM | Stock | 226K | 2K | – |
CHUBB LIMITED COM | Stock | 434K | 2K | – |
CHURCH & DWIGHT CO INC COM | Stock | 332K | 4K | – |
CIENA CORP COM NEW | Stock | 310K | 6K | – |
CISCO SYS INC COM | Stock | 1M | 26K | – |
CLEARBRIDGE DIVIDEND STRATEGY ESG ETF | ETF | 313K | 8K | – |
COCA COLA CO COM | Stock | 2M | 37K | – |
COHEN & STEERS LTD DURATION PF COM | CEF | 974K | 51K | – |
COLGATE PALMOLIVE CO COM | Stock | 377K | 5K | – |
COMCAST CORP NEW CL A | Stock | 2M | 63K | – |
CONOCOPHILLIPS COM | Stock | 336K | 3K | – |
CONSOLIDATED EDISON INC COM | Stock | 499K | 5K | – |
COOPER COS INC COM NEW | Stock | 322K | 974 | – |
COPART INC COM | Stock | 336K | 6K | – |
CORTEVA INC COM | Stock | 314K | 5K | – |
COSTCO WHSL CORP NEW COM | Stock | 2M | 5K | – |
CSX CORP COM | Stock | 301K | 10K | – |
DECKERS OUTDOOR CORP COM | Stock | 344K | 862 | – |
DIODES INC COM | Stock | 299K | 4K | – |
DISNEY WALT CO COM | Stock | 2M | 18K | – |
DOCUSIGN INC COM | Stock | 2M | 40K | – |
DOW INC COM | Stock | 204K | 4K | – |
DUCK CREEK TECHNOLOGIES INC SHS | Stock | 180K | 15K | – |
DUPONT DE NEMOURS INC COM | Stock | 324K | 5K | – |
EATON CORP PLC SHS | Stock | 271K | 2K | – |
EDISON INTL COM | Stock | 681K | 11K | – |
EMCOR GROUP INC COM | Stock | 217K | 1K | – |
EMPIRE ST RLTY OP L P UNIT LTD PRT 60 | Stock | 213K | 32K | – |
ENBRIDGE INC COM | Stock | 1M | 38K | – |
ENTEGRIS INC COM | Stock | 217K | 3K | – |
EQT CORP COM | Stock | 482K | 14K | – |
EURONET WORLDWIDE INC COM | Stock | 248K | 3K | – |
EXXON MOBIL CORP COM | Stock | 6M | 58K | – |
FAIR ISAAC CORP COM | Stock | 599K | 1K | – |
FARFETCH LTD ORD SH CL A | Stock | 64K | 13K | – |
FIRST REP BK SAN FRANCISCO CAL COM | Stock | 275K | 2K | – |
FIVE BELOW INC COM | Stock | 417K | 2K | – |
FLOOR & DECOR HLDGS INC CL A | Stock | 229K | 3K | – |
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS | ADR | 592K | 8K | – |
FORTUNE BRANDS INNOVATIONS INC COM | Stock | 401K | 7K | – |
FOX FACTORY HLDG CORP COM | Stock | 276K | 3K | – |
FREEPORT-MCMORAN INC CL B | Stock | 338K | 9K | – |
GABELLI EQUITY TR INC COM | CEF | 82K | 15K | – |
GARTNER INC COM | Stock | 3M | 8K | – |
GENERAL ELECTRIC CO COM NEW | Stock | 277K | 3K | – |
GENERAL MTRS CO COM | Stock | 483K | 14K | – |
GLOBANT S A COM | Stock | 296K | 2K | – |
GOOSEHEAD INS INC COM CL A | Stock | 225K | 7K | – |
HAMILTON LANE INC CL A | Stock | 213K | 3K | – |
HDFC BANK LTD SPONSORED ADS | ADR | 290K | 4K | – |
HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 448K | 3K | – |
HERSHEY CO COM | Stock | 322K | 1K | – |
HOME DEPOT INC COM | Stock | 4M | 14K | – |
HONEYWELL INTL INC COM | Stock | 1M | 5K | – |
HORIZON THERAPEUTICS PUB L SHS | Stock | 421K | 4K | – |
HOULIHAN LOKEY INC CL A | Stock | 350K | 4K | – |
HUBBELL INC COM | Stock | 465K | 2K | – |
ICICI BANK LIMITED ADR | ADR | 549K | 25K | – |
IDEX CORP COM | Stock | 335K | 1K | – |
ILLUMINA INC COM | Stock | 2M | 10K | – |
INMUNE BIO INC COM | Stock | 66K | 10K | – |
INTEL CORP COM | Stock | 925K | 35K | – |
INTERNATIONAL BUSINESS MACHS COM | Stock | 686K | 5K | – |
ISHARES CORE DIVIDEND GROWTH ETF | ETF | 509K | 10K | – |
ISHARES MSCI EAFE ETF | ETF | 204K | 3K | – |
ISHARES RUSSELL 1000 ETF | ETF | 711K | 3K | – |
ISHARES RUSSELL 1000 GROWTH ETF | ETF | 3M | 14K | – |
ISHARES RUSSELL 1000 VALUE ETF | ETF | 725K | 5K | – |
ISHARES RUSSELL 2000 ETF | ETF | 388K | 2K | – |
ISHARES RUSSELL 2000 VALUE ETF | ETF | 486K | 4K | – |
ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 541K | 6K | – |
ISHARES RUSSELL MIDCAP ETF | ETF | 3M | 49K | – |
ISHARES S&P 500 GROWTH ETF | ETF | 4M | 66K | – |
ISHARES S&P 500 VALUE ETF | ETF | 1M | 9K | – |
ISHARES SELECT DIVIDEND ETF | ETF | 223K | 2K | – |
ISHARES TIPS BOND ETF | ETF | 290K | 3K | – |
JOHNSON & JOHNSON COM | Stock | 9M | 50K | – |
JPMORGAN CHASE & CO COM | Stock | 4M | 28K | – |
JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 316K | 6K | – |
KEYSIGHT TECHNOLOGIES INC COM | Stock | 324K | 2K | – |
KIMBERLY-CLARK CORP COM | Stock | 450K | 3K | – |
KRAFT HEINZ CO COM | Stock | 460K | 11K | – |
LABORATORY CORP AMER HLDGS COM NEW | Stock | 270K | 1K | – |
LILLY ELI & CO COM | Stock | 353K | 965 | – |
LINDE PLC SHS | Stock | 2M | 5K | – |
LULULEMON ATHLETICA INC COM | Stock | 3M | 10K | – |
MANULIFE FINL CORP COM | Stock | 420K | 24K | – |
MARKEL CORP COM | Stock | 632K | 480 | – |
MASCO CORP COM | Stock | 248K | 5K | – |
MASTERCARD INCORPORATED CL A | Stock | 6M | 16K | – |
MCCORMICK & CO INC COM NON VTG | Stock | 360K | 4K | – |
MCDONALDS CORP COM | Stock | 488K | 2K | – |
MEDTRONIC PLC SHS | Stock | 246K | 3K | – |
MERCK & CO INC COM | Stock | 3M | 29K | – |
META PLATFORMS INC CL A | Stock | 2M | 16K | – |
METLIFE INC COM | Stock | 831K | 11K | – |
METTLER TOLEDO INTERNATIONAL COM | Stock | 347K | 240 | – |
MICROSOFT CORP COM | Stock | 13M | 54K | – |
MONDELEZ INTL INC CL A | Stock | 3M | 51K | – |
MONOLITHIC PWR SYS INC COM | Stock | 266K | 752 | – |
MOODYS CORP COM | Stock | 214K | 767 | – |
MORGAN STANLEY COM NEW | Stock | 2M | 20K | – |
NETFLIX INC COM | Stock | 7M | 22K | – |
NEUROCRINE BIOSCIENCES INC COM | Stock | 309K | 3K | – |
NEXTERA ENERGY INC COM | Stock | 2M | 25K | – |
NIKE INC CL B | Stock | 2M | 20K | – |
NORFOLK SOUTHN CORP COM | Stock | 383K | 2K | – |
NORTHROP GRUMMAN CORP COM | Stock | 787K | 1K | – |
NVIDIA CORPORATION COM | Stock | 487K | 3K | – |
OLAPLEX HLDGS INC COM | Stock | 121K | 23K | – |
OLO INC CL A | Stock | 132K | 21K | – |
ORACLE CORP COM | Stock | 1M | 14K | – |
OREILLY AUTOMOTIVE INC COM | Stock | 235K | 278 | – |
OTIS WORLDWIDE CORP COM | Stock | 290K | 4K | – |
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR | ADR | 275K | 12K | – |
PAYCOM SOFTWARE INC COM | Stock | 307K | 990 | – |
PAYPAL HLDGS INC COM | Stock | 3M | 44K | – |
PEPSICO INC COM | Stock | 3M | 18K | – |
PFIZER INC COM | Stock | 4M | 86K | – |
PHILIP MORRIS INTL INC COM | Stock | 3M | 31K | – |
PIONEER NAT RES CO COM | Stock | 903K | 4K | – |
PNC FINL SVCS GROUP INC COM | Stock | 822K | 5K | – |
POOL CORP COM | Stock | 252K | 835 | – |
PPG INDS INC COM | Stock | 1M | 9K | – |
PROCTER AND GAMBLE CO COM | Stock | 4M | 27K | – |
PROGRESSIVE CORP COM | Stock | 763K | 6K | – |
PROGYNY INC COM | Stock | 278K | 9K | – |
PUBLIC SVC ENTERPRISE GRP INC COM | Stock | 804K | 13K | – |
QUALYS INC COM | Stock | 632K | 6K | – |
RAYMOND JAMES FINL INC COM | Stock | 307K | 3K | – |
RAYTHEON TECHNOLOGIES CORP COM | Stock | 3M | 29K | – |
RESMED INC COM | Stock | 289K | 1K | – |
REVOLVE GROUP INC CL A | Stock | 228K | 10K | – |
RIO TINTO PLC SPONSORED ADR | ADR | 456K | 6K | – |
SAIA INC COM | Stock | 273K | 1K | – |
SALESFORCE INC COM | Stock | 5M | 34K | – |
SAP SE SPON ADR | ADR | 1M | 12K | – |
SCHWAB CHARLES CORP COM | Stock | 360K | 4K | – |
SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 899K | 16K | – |
SCHWAB U.S. MID-CAP ETF | ETF | 2M | 37K | – |
SCHWAB U.S. SMALL-CAP ETF | ETF | 557K | 14K | – |
SCHWAB US DIVIDEND EQUITY ETF | ETF | 2M | 20K | – |
SEMPRA COM | Stock | 1M | 7K | – |
SENSIENT TECHNOLOGIES CORP COM | Stock | 295K | 4K | – |
SERVICENOW INC COM | Stock | 4M | 9K | – |
SHELL PLC SPON ADS | ADR | 455K | 8K | – |
SKYWORKS SOLUTIONS INC COM | Stock | 281K | 3K | – |
SPDR S&P 500 ETF TRUST | ETF | 29M | 77K | – |
SPDR S&P DIVIDEND ETF | ETF | 3M | 22K | – |
SPS COMM INC COM | Stock | 305K | 2K | – |
STARBUCKS CORP COM | Stock | 220K | 2K | – |
STERIS PLC SHS USD | Stock | 308K | 2K | – |
SUN CMNTYS INC COM | REIT | 249K | 2K | – |
SYSCO CORP COM | Stock | 425K | 6K | – |
T-MOBILE US INC COM | Stock | 239K | 2K | – |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 837K | 11K | – |
TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 238K | 2K | – |
TELEDYNE TECHNOLOGIES INC COM | Stock | 318K | 794 | – |
TEXAS INSTRS INC COM | Stock | 2M | 9K | – |
THERMO FISHER SCIENTIFIC INC COM | Stock | 3M | 5K | – |
TRAVELERS COMPANIES INC COM | Stock | 3M | 15K | – |
TRIMBLE INC COM | Stock | 207K | 4K | – |
ULTA BEAUTY INC COM | Stock | 348K | 742 | – |
UNION PAC CORP COM | Stock | 1M | 7K | – |
UNITED PARCEL SERVICE INC CL B | Stock | 1M | 8K | – |
UNITEDHEALTH GROUP INC COM | Stock | 7M | 14K | – |
VANGUARD DIVIDEND APPRECIATION ETF | ETF | 3M | 20K | – |
VANGUARD ESG U.S. STOCK ETF | ETF | 222K | 3K | – |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 436K | 9K | – |
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 664K | 16K | – |
VANGUARD FTSE EMERGING MARKETS ETF | ETF | 501K | 13K | – |
VANGUARD GROWTH ETF | ETF | 1M | 7K | – |
VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 15M | 140K | – |
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 368K | 1K | – |
VANGUARD MID-CAP ETF | ETF | 225K | 1K | – |
VANGUARD MID-CAP GROWTH ETF | ETF | 2M | 12K | – |
VANGUARD REAL ESTATE ETF | ETF | 2M | 29K | – |
VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 15M | 274K | – |
VANGUARD RUSSELL 1000 VALUE ETF | ETF | 399K | 6K | – |
VANGUARD S&P 500 ETF | ETF | 1M | 3K | – |
VANGUARD S&P SMALL-CAP 600 GROWTH ETF | ETF | 3M | 16K | – |
VANGUARD TOTAL STOCK MARKET ETF | ETF | 483K | 3K | – |
VERIZON COMMUNICATIONS INC COM | Stock | 2M | 39K | – |
VERTEX PHARMACEUTICALS INC COM | Stock | 224K | 774 | – |
VERTIV HOLDINGS CO COM CL A | Stock | 149K | 11K | – |
VISA INC COM CL A | Stock | 6M | 28K | – |
VULCAN MATLS CO COM | Stock | 979K | 6K | – |
WALMART INC COM | Stock | 1M | 7K | – |
WASTE MGMT INC DEL COM | Stock | 1M | 8K | – |
WEC ENERGY GROUP INC COM | Stock | 240K | 3K | – |
WELLS FARGO CO NEW COM | Stock | 450K | 11K | – |
WEST PHARMACEUTICAL SVSC INC COM | Stock | 267K | 1K | – |
WILLIAMS COS INC COM | Stock | 1M | 42K | – |
WILLIAMS SONOMA INC COM | Stock | 264K | 2K | – |
WINGSTOP INC COM | Stock | 318K | 2K | – |
YETI HLDGS INC COM | Stock | 241K | 6K | – |
YUM BRANDS INC COM | Stock | 741K | 6K | – |
ZIMMER BIOMET HOLDINGS INC COM | Stock | 244K | 2K | – |
ZOETIS INC CL A | Stock | 3M | 17K | – |