Yfp Wealth
Yfp Wealth is an SEC-registered mass-market adviser in New Albany, OH with $53.2M assets under management (AUM, regulatory AUM), +50% over one year. See who owns Yfp Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282918, SEC 801-118236, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $53.2M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- New Albany, OH
- Employees
- 7
- Clients
- 232
- CRD
- 282918
- Ownership
- BAKER, TIMOTHY, J; BAKER, TIMOTHY, Jason; Ulbrich, Timothy, Robert; YOUR FINANCIAL PHARMACIST, LLC
How much AUM does Yfp Wealth have?
Yfp Wealth reported $53.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Yfp Wealth?
Disclosed owners and executives of Yfp Wealth include BAKER, TIMOTHY, J, BAKER, TIMOTHY, Jason, Ulbrich, Timothy, Robert, YOUR FINANCIAL PHARMACIST, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.