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YAHARA WEALTH MANAGEMENT LLC
CRD 168325 · SEC 801-135019
725 HEARTLAND TRAIL, SUITE 205, MADISON, WI, 53717, United States
Phone
608-467-1010
Fax
608-467-1011
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.0M
Discretionary AUM
$112.0M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.5M |
| High net worth individuals | 48 | $106.5M |
States served
WI
All web addresses on file
Official SEC filing: View on IAPD