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| Yardley Wealth Management LLC
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| |
|---|---|
| CRD # | 134311 |
| SEC # | 801-121464 |
| CIK # | |
| AUM | $147.2 MM (2024-02-20) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 267-573-1019 |
| Address | 37 S Main Street Yardley, PA 19067 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 34.3 |
| (b) Individuals (high net worth individuals) | 75 | 112.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 489 | 147.2 |
| By Discretionary | ||
| Discretionary | 489 | 147.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 489 | 147.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 145.2 | |
| Total | 489 | 147.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Daner Wealth Management LLC
✚
|
GA | 0.1 |
|
Martin Fleisher JD PC
✚
|
NY | 0.1 |
|
Scott Marsh Financial LLC
✚
|
UT | 0.1 |
|
Seed Wealth Management Inc
✚
|
IL | 0.1 |
|
Finaport Asset Management AG
✚
|
0.1 | |
|
MH & Associates Securities Management Corp
✚
|
CA | 0.1 |
|
Ocean Park Asset Management Inc
✚
|
CA | 0.1 |
|
Bledsoe Asset Management LLC
✚
|
AZ | 0.1 |
|
Miller Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Ladd Capital Management LLC
✚
|
CT | 0.1 |