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YFP WEALTH
YOUR FINANCIAL PHARMACIST PLANNING, LLC
CRD 282918 · SEC 801-118236
118 E MAIN ST., NEW ALBANY, OH, 43054, United States
Phone
614-618-5901
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$53.2M
Discretionary AUM
$53.2M
Team
7 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $40.3M |
| High net worth individuals | 9 | $12.2M |
| Pension/profit sharing plans | 2 | $813K |
States served
AL, CA, GA, IL, KY, LA, MD, MA, MI, NE, NY, NC, OH, PA, SC, TN, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD