YIELD WEALTH LTD.

Adviser information for YIELD WEALTH LTD. last updated from Form ADV on February 5th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Wyoming, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-129629
SEC ERA File Number 801-129629
SEC CIK Numbers None
SEC CRD Numbers 329688
Legal Entity Identifier None

Principal Office

133 FAIR MEADOW DR
DOUGLASVILLE
PA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 770.823.7211, Fax: N/A

Chief Compliance Officer

KENNETH BOYLE
CEO & CCO
133 FAIR MEADOW DR
DOUGLASVILLE
PA
United States
Tel: 770.823.7211
Fax: N/A
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BOYLE, KENNETH, CALVIN Individual CEO & CCO 12/2023 > 75%

No. Employees, Historic

1050202420252 on 2/2/20242 on 2/5/20242 on 2/5/2024

RAUM, Historic

000202420250 on 2/2/20240 on 2/5/20240 on 2/5/2024