Overview
Assets Under Management: $107 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Frequently Asked Questions
YAHARA WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168325), YAHARA WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
YAHARA WEALTH MANAGEMENT LLC is headquartered in MADISON, WI.
YAHARA WEALTH MANAGEMENT LLC serves 45 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, YAHARA WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
YAHARA WEALTH MANAGEMENT LLC manages $107 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, YAHARA WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 274
Discretionary Accounts: 274
Regulatory Filings
CRD Number: 168325
Filing ID: 2028841
Last Filing Date: 2025-11-21 16:54:44
Website: 0