Yardley Wealth Management LLC
Yardley Wealth Management LLC is an SEC-registered wealth manager in Yardley, PA with $231.6M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Yardley Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134311, SEC 801-121464, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $231.6M (2026-04-23)
- Firm type
- Wealth Manager
- Location
- Yardley, PA
- Employees
- 8
- Clients
- 169
- CRD
- 134311
- Ownership
- GARRY, MICHAEL, JOSEPH; GARRY, RACHEL, AILEEN; DONAHUE, MAUREEN, CELESTE; LYNCH, KAREN, LYNN; REVOCABLE TRUST OF MICHAEL GARRY
How much AUM does Yardley Wealth Management LLC have?
Yardley Wealth Management LLC reported $231.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Yardley Wealth Management LLC?
Disclosed owners and executives of Yardley Wealth Management LLC include GARRY, MICHAEL, JOSEPH, GARRY, RACHEL, AILEEN, DONAHUE, MAUREEN, CELESTE, LYNCH, KAREN, LYNN, REVOCABLE TRUST OF MICHAEL GARRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.