Yandell Investments, LLC
Yandell Investments, LLC is an SEC-registered wealth manager in Orlando, FL with $171.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Yandell Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332642, SEC 801-131115, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $171.0M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Orlando, FL
- Employees
- 2
- Clients
- 115
- CRD
- 332642
- Ownership
- DeRosa, Michael, Anthony; YANDELL, CHRISTOPHER, NEAL
How much AUM does Yandell Investments, LLC have?
Yandell Investments, LLC reported $171.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Yandell Investments, LLC?
Disclosed owners and executives of Yandell Investments, LLC include DeRosa, Michael, Anthony, YANDELL, CHRISTOPHER, NEAL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.