# YORKBRIDGE WEALTH PARTNERS, LLC

YORKBRIDGE WEALTH PARTNERS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 283949
- Type: SEC-registered investment adviser
- SEC file number: 801-107827
- Location: 80 BROAD STREET, SUITE 1701, NEW YORK, NY, 10004
- Phone: (212) 574-4070
- Latest filing: 2023-03-24
- Regulatory AUM: $1.0B
- Discretionary AUM: $957.3M
- Non-discretionary AUM: $55.5M
- Clients: 9
- Accounts: 1,190

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| LANE JEFFREY BRUCE | PARTNER | — |
| WINN CHRISTOPHER EDWARD | MEMBER AND INTERIM CCO | — |
| MAGLIA CARRIE GALLAWAY | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| STERN ANDREW LANE | MANAGING MEMBER | — |
| SCHER SETH A | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283949/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283949/similar
- Related entities: https://search.stillhousedata.com/firm/283949/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283949

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.