Yanni & Associates Investment Advisors, LLC
Yanni & Associates Investment Advisors, LLC is an SEC-registered wealth manager in Wexford, PA with $172.7M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Yanni & Associates Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142913, SEC 801-123404, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $172.7M (2026-01-27)
- Firm type
- Wealth Manager
- Location
- Wexford, PA
- Employees
- 2
- Clients
- 109
- CRD
- 142913
- Ownership
- YANNI, MATTHEW, ADAM
How much AUM does Yanni & Associates Investment Advisors, LLC have?
Yanni & Associates Investment Advisors, LLC reported $172.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Yanni & Associates Investment Advisors, LLC?
Disclosed owners and executives of Yanni & Associates Investment Advisors, LLC include YANNI, MATTHEW, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.