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YARDLEY WEALTH MANAGEMENT LLC
CRD 134311 · SEC 801-121464
37 S. MAIN STREET, YARDLEY, PA, 19067, United States
Phone
267-573-1019
Fax
267-604-9164
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.6M
Discretionary AUM
$231.6M
Team
8 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $35.0M |
| High net worth individuals | 91 | $196.6M |
States served
NJ, NY, PA, FL
All web addresses on file
- https://www.linkedin.com/company/yardley-wealth-management-llc
- https://www.instagram.com/yardleywealth/
- HTTPS://WWW.FACEBOOK.COM/YARDLEYWEALTHMANAGEMENT/
- https://www.youtube.com/channel/UCe-ma6bk1O68Tmb2sDakZpA
- HTTPS://TWITTER.COM/MICHAELJGARRY?LANG=EN
- HTTPS://WWW.LINKEDIN.COM/IN/MICHAELGARRY/
- HTTP://WWW.YARDLEYWEALTH.NET
Official SEC filing: View on IAPD