Abridge Partners, Llc
- Regulatory AUM
- $124M
- Discretionary
- $116M
- Clients
- 116
- Avg AUM / client
- $1.1M
- Accounts
- 319
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 116 | $124M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Fairbanks Resource Agency Discretionary Contribution Retirement Plan Fairbanks Resource Agency | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gene A. Yates | Principal | Oct 2007 (19y) | ≈ 37.5% – 75% via Gene Yates & Associates, Llc | |
| Michael Anthony Flanagan | Principal | Sep 2012 (14y) | ≈ 37.5% – 75% via Wealth Guardians, Inc | |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Sep 2013 (13y) | Less than 5% | |
| Marissa Elizabeth Frizzell | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wealth Guardians, Inc | Member | Dec 2012 | A | 50% – 75% |
| Gene Yates & Associates, Llc | Member | Nov 2020 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Gene A. Yates: 75% – 100% of Gene Yates & Associates, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Michael Anthony Flanagan: 75% – 100% of Wealth Guardians, Inc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Fairbanks Resource Agency Discretionary Contribution Retirement Plan | Fairbanks Resource Agency | 102 | $1.7M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 976 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $124M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗