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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 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
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| $190,960,333,268 | 377 | 657 |
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