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YODER WEALTH MANAGEMENT
2033 N Main St.
#1060
Walnut Creek, California 94596
Tel: 925-691-5600
About YODER WEALTH MANAGEMENT
YODER WEALTH MANAGEMENT, formally registered with the SEC as YODER WEALTH MANAGEMENT. The firm was established in 05/03/2019. They have over 1 offices throughout the country.
YODER WEALTH MANAGEMENT is a Walnut Creek, California based Financial Planning firm with nearly $299,715,226 assets under management, offering retirement planning & investment advisory services to 369 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291826 |
| SEC# | 801-115215 |
| Assets Managed by Firm | $299,715,226 |
| No. of Clients | 369 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING SERVICES NOT RESULTING IN A FINANCIAL PLAN)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 369 | $299,715,226 |
| Individuals (other than high net worth individuals) | 8 | $4,283,667 |
| High net worth individuals | 68 | $295,431,559 |
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