Overview
Assets Under Management: $192 million
Headquarters: YARDLEY, PA
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Frequently Asked Questions
YARDLEY 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 #134311), YARDLEY WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
YARDLEY WEALTH MANAGEMENT LLC is headquartered in YARDLEY, PA.
YARDLEY WEALTH MANAGEMENT LLC serves 82 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, YARDLEY WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
YARDLEY WEALTH MANAGEMENT LLC manages $192 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, YARDLEY WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 508
Discretionary Accounts: 508
Regulatory Filings
CRD Number: 134311
Last Filing Date: 2025-02-28 00:00:00
Website: https://yardleywealth.net