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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Yardley Wealth Management LLC
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|---|---|
| CRD # | 134311 |
| SEC # | 801-121464 |
| CIK # | 0002044323 |
| AUM | $192.0 M (2025-02-28) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 267-573-1019 |
| Address | 37 S Main Street Yardley, PA 19067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Lockheed Martin Corp | 1.0 | ||
| Constellation Energy Corp | 0.9 | ||
| Roper Industries Inc | 0.8 | ||
| Microsoft Corp | 0.4 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 34.3 |
| (b) Individuals (high net worth individuals) | 82 | 157.6 |
| (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 | 508 | 192.0 |
| By Discretionary | ||
| Discretionary | 508 | 192.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 508 | 192.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 190.0 | |
| Total | 508 | 192.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044323] |
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|---|---|---|
|
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✚
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0.2 | |
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|
Osprey Capital Management Corp
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0.2 |