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YES LIFE FINANCIAL
YES LIFE LLC
CRD 298020
2400 OLD BRICK ROAD, GLEN ALLEN, VA, 23060, United States
Phone
804-869-5861
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.1M
Discretionary AUM
$21.1M
Team
2 total employees; 2 advisory reps; 21 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 233 | $21.1M |
All web addresses on file
Official SEC filing: View on IAPD