YARDLEY WEALTH MANAGEMENT LLC

37 S. Main Street
Yardley, Pennsylvania 19067
Tel: 267-573-1019

About YARDLEY WEALTH MANAGEMENT LLC

YARDLEY WEALTH MANAGEMENT LLC, formally registered with the SEC as YARDLEY WEALTH MANAGEMENT LLC. The firm was established in 06/10/2021. They have over 3 offices throughout the country.

YARDLEY WEALTH MANAGEMENT LLC is a Yardley, Pennsylvania based Financial Planning firm with nearly $191,978,207 assets under management, offering retirement planning & investment advisory services to 508 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134311
SEC#	801-121464
Assets Managed by Firm	$191,978,207
No. of Clients	508
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	508	$191,978,207
Individuals (other than high net worth individuals)	96	$34,333,913
High net worth individuals	82	$157,644,294

More Retirement Planning firms in Yardley, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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