YIELD FINANCIAL ADVISORS

YIELD FINANCIAL ADVISORS, INC.

CRD 162235

Visit website

6633 ELDORADO PKWY, 430, MCKINNEY, TX, 75070, United States

Phone

214-937-9905

Fax

469-453-3469

Registration

— (—)

Source

State registered

Total AUM

$22.3M

Discretionary AUM

$21.6M

Team

1 total employees; 1 advisory reps; 54 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-13

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	44	$8.3M
High net worth individuals	8	$11.3M
Pension/profit sharing plans	1	$700K
Charitable organizations	1	$2.0M

All web addresses on file

https://www.linkedin.com/in/wendell-brock-3278866/
https://www.facebook.com/YieldFA
HTTP://WWW.DENOVOSTRATEGY.COM
https://www.instagram.com/WWBrock
HTTP://WWW.NAUVOOMINT.COM

Official SEC filing: View on IAPD