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| I'm in the process of updating the data!! apologies for any slow speeds! |
| Yoder Wealth Management Inc
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| CRD # | 291826 |
| SEC # | 801-115215 |
| CIK # | 0001973967 |
| AUM | $299.7 MM (2025-01-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-691-5600 |
| Address | 2033 N Main St Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.9 | ||
| Airbnb Inc | 3.6 | ||
| Square Inc | 2.6 | ||
| Amazon Com Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 4.3 |
| (b) Individuals (high net worth individuals) | 68 | 295.4 |
| (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 | 369 | 299.7 |
| By Discretionary | ||
| Discretionary | 369 | 299.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 369 | 299.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.7 | |
| Total | 369 | 299.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001973967] |
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|---|---|---|
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The Hogan-Knotts Financial Group Inc
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NJ | 0.3 |
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Capstone Wealth Management Inc
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MT | 0.3 |
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Prepared Retirement Institute LLC
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Kessler Investment Group LLC
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DHH Advisors LLC
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NJ | 0.3 |
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Ketron Financial LLC
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EGI Financial Inc
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OH | 0.3 |
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Siligmueller & Norvid Wealth Advisors LLC
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IL | 0.3 |
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Vestura LLC
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WI | 0.3 |
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Addington Financial Group LLC
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0.3 |