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YENDREY WEALTH MANAGEMENT LLC
CRD 298940
5606 NORTH NAVARRO SUITE 200-J, VICTORIA, TX, 77904, United States
Phone
361-648-7889
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.0M
Discretionary AUM
$11.0M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $11.0M |
All web addresses on file
Official SEC filing: View on IAPD