Sevenbridge Financial Group, LLC
Sevenbridge Financial Group, LLC is an SEC-registered wealth manager in Harrisburg, PA with $731.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Sevenbridge Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281037, SEC 801-106522, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $731.1M (2026-02-26)
- Firm type
- Wealth Manager
- Location
- Harrisburg, PA
- Employees
- 6
- Clients
- 401
- CRD
- 281037
- Ownership
- SEVENBRIDGE FINANCIAL HOLDINGS, LLC; SAVAGE, PORSCHA, WILLIAMS; DEFLURI, LAWRENCE, JOHN; EBERLY, CHARLES, RONALD; FERRACCIO, JUSTIN
How much AUM does Sevenbridge Financial Group, LLC have?
Sevenbridge Financial Group, LLC reported $731.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Sevenbridge Financial Group, LLC?
Disclosed owners and executives of Sevenbridge Financial Group, LLC include SEVENBRIDGE FINANCIAL HOLDINGS, LLC, SAVAGE, PORSCHA, WILLIAMS, DEFLURI, LAWRENCE, JOHN, EBERLY, CHARLES, RONALD, FERRACCIO, JUSTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.