Overview
Assets Under Management: $300 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 68
Average Client Assets: $4 million
Frequently Asked Questions
YODER WEALTH MANAGEMENT, INC. 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 #291826), YODER WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
YODER WEALTH MANAGEMENT, INC. is headquartered in WALNUT CREEK, CA.
YODER WEALTH MANAGEMENT, INC. serves 68 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, YODER WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
YODER WEALTH MANAGEMENT, INC. manages $300 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, YODER WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.57
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 369
Discretionary Accounts: 369
Regulatory Filings
CRD Number: 291826
Last Filing Date: 2025-01-23 00:00:00
Website: https://yoderwm.com