Clean Yield Asset Management
Clean Yield Asset Management is an SEC-registered wealth manager in Norwich, VT with $571.2M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Clean Yield Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104826, SEC 801-28225, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $571.2M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Norwich, VT
- Employees
- 9
- Clients
- 257
- CRD
- 104826
- Ownership
- FRIED, RIAN, FABIAN; HOFMANN, DORIGEN, RYAN; FLEER, PAUL, DOUGLAS; FRIED, RIAN; GLENSHAW, ELIZABETH, DOYLE
How much AUM does Clean Yield Asset Management have?
Clean Yield Asset Management reported $571.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Clean Yield Asset Management?
Disclosed owners and executives of Clean Yield Asset Management include FRIED, RIAN, FABIAN, HOFMANN, DORIGEN, RYAN, FLEER, PAUL, DOUGLAS, FRIED, RIAN, GLENSHAW, ELIZABETH, DOYLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.