Abridge Partners, LLC
Abridge Partners, LLC is an SEC-registered wealth manager with $124.0M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Abridge Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145247, SEC 801-68497, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $124.0M (2026-03-23)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 116
- CRD
- 145247
- Ownership
- ESTATE STRATEGIES. INC.; PRESCOTT, JANE, FISHMAN; BIRGEN, ROBERT, MICHAEL; FIRST FINANCIAL SERVICE, INC.; BIRGEN LIVING TRUST U/T/D 11/15/90
How much AUM does Abridge Partners, LLC have?
Abridge Partners, LLC reported $124.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Abridge Partners, LLC?
Disclosed owners and executives of Abridge Partners, LLC include ESTATE STRATEGIES. INC., PRESCOTT, JANE, FISHMAN, BIRGEN, ROBERT, MICHAEL, FIRST FINANCIAL SERVICE, INC., BIRGEN LIVING TRUST U/T/D 11/15/90. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.