Falists
← Back to search

YODER WEALTH MANAGEMENT

YODER WEALTH MANAGEMENT, INC.

CRD 291826 · SEC 801-115215

Visit website

2033 N MAIN ST., #1060, WALNUT CREEK, CA, 94596, United States

Phone

925-691-5600

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$331.2M

Discretionary AUM

$331.2M

Team

2 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)CONSULTING SERVICES NOT RESULTING IN A FINANCIAL PLAN

Client types

TypeClientsAUM
Individuals7$3.7M
High net worth individuals67$327.5M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD