Yoder Wealth Management
Yoder Wealth Management is an SEC-registered wealth manager in Walnut Creek, CA with $331.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Yoder Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291826, SEC 801-115215, data through 2026-01-07.
- AUM (assets under management / regulatory AUM)
- $331.2M (2026-01-07)
- Firm type
- Wealth Manager
- Location
- Walnut Creek, CA
- Employees
- 2
- Clients
- 74
- CRD
- 291826
- Ownership
- YODER, ANAT, NURIT LEVY; YODER, MICHAEL, DAVID
How much AUM does Yoder Wealth Management have?
Yoder Wealth Management reported $331.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-07).
Who owns Yoder Wealth Management?
Disclosed owners and executives of Yoder Wealth Management include YODER, ANAT, NURIT LEVY, YODER, MICHAEL, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.