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| Keyboard |
| Yahara Wealth Management LLC
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|---|---|
| CRD # | 168325 |
| SEC # | 801-135019 |
| CIK # | |
| AUM | 112.0 M (2026-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 608-467-1010 |
| Address | 725 Heartland Trail Madison, WI 53717 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 5.5 |
| (b) Individuals (high net worth individuals) | 48 | 106.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 112.0 |
| By Discretionary | ||
| Discretionary | 283 | 112.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 283 | 112.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.0 | |
| Total | 283 | 112.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Genesis Investment Advisors LLC
✚
|
TN | 112.5 M |
|
Abbondandolo Wealth Management Corp
✚
|
NY | 112.5 M |
|
Cogent Independent Advisors Inc
✚
|
112.4 M | |
|
Ontrack Wealth Management LLC
✚
|
MI | 112.4 M |
|
Aria Wealth Partners LLC
✚
|
VA | 112.3 M |
|
KDM Wealth Management Inc
✚
|
IL | 112.2 M |
|
Inkwell Capital LLC
✚
|
112.2 M | |
|
Compass Retirement Group LLC
✚
|
MO | 111.9 M |
|
TAM Capital Management Inc
✚
|
111.7 M | |
|
Valley Wealth Management LLC
✚
|
WI | 111.5 M |