YARDLEY WEALTH MANAGEMENT LLC
Adviser information for YARDLEY WEALTH MANAGEMENT LLC last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 489 | $147.2M |
| Non-Discretionary | 0 | $0 |
| Total | 489 | $147.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 93 | $34.3M |
| HNW Individuals | 75 | $112.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-121464 |
|---|---|
| SEC ERA File Number | 801-121464 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 134311 |
| Legal Entity Identifier | None |
Principal Office
37 S. MAIN STREETYARDLEY
PA
United States
Monday - Friday, BY APPOINTMENT
Tel: 267-573-1019, Fax: 267-604-9164
Chief Compliance Officer
MICHAEL GARRY
FOUNDER & CEO
37 S. MAIN STREET
YARDLEY
PA
United States
Tel:
267-573-1019
Fax:
267-604-9164
M*****@****************T
(Full email address available in API data)
Industry Affiliates
| YARDLEY ESTATE PLANNING, LLC | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GARRY, MICHAEL, JOSEPH | Individual | – | FOUNDER & CEO/CHIEF COMPLIANCE OFFICER | 01/2005 | 50-75% |
| GARRY, RACHEL, AILEEN | Individual | – | MEMBER | 08/2021 | 50-75% |