My Wealth Management, Inc
My Wealth Management, Inc is an SEC-registered wealth manager in Germantown, MD with $156.2M assets under management (AUM, regulatory AUM), +3% over one year. See who owns My Wealth Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168566, SEC 801-78477, data through 2025-10-29.
- AUM (assets under management / regulatory AUM)
- $156.2M (2025-10-29)
- Firm type
- Wealth Manager
- Location
- Germantown, MD
- Employees
- 2
- Clients
- 115
- CRD
- 168566
- Ownership
- MCGLAUGHLIN, JOHN, PETER; YEAKLE, JEFFREY, WAYNE; PRICE, MELISSA, LYNN
How much AUM does My Wealth Management, Inc have?
My Wealth Management, Inc reported $156.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-10-29).
Who owns My Wealth Management, Inc?
Disclosed owners and executives of My Wealth Management, Inc include MCGLAUGHLIN, JOHN, PETER, YEAKLE, JEFFREY, WAYNE, PRICE, MELISSA, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.