My Wealth Management, Inc.
● SEC registered since 2013CRD 168566SEC# 801-78477Germantown, MD
Reg. AUM
$156.2M
Employees
2
Accounts
298
Location
Germantown, MD
My Wealth Management, Inc. assets under management
My Wealth Management, Inc. operates as an SEC-registered investment adviser based in Germantown, MD. The firm has been registered since 2013. It reports $156.2 million in regulatory assets under management and employs 2 people.
My Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Wayne Yeakle Control | President & Investment Advisor | Over 75% | 2013 |
| Melissa Lynn Price | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does My Wealth Management, Inc. manage?
My Wealth Management, Inc. reports $156.2 million in regulatory assets under management on its Form ADV.
How many employees does My Wealth Management, Inc. have?
My Wealth Management, Inc. reports 2 employees.
Where is My Wealth Management, Inc. located?
My Wealth Management, Inc. is based in Germantown, MD and has been SEC-registered since 2013.
Does My Wealth Management, Inc. disclose fund performance?
My Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12410 Milestone Center Drive, Suite 175, Germantown, MD 20876 |
| Phone | 301-330-7900 |
| Fax | 301-330-7901 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1827845 |
| Discloses disciplinary history | No |
Regulatory AUM
$156.2M▲ 3%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$156.2Mregulatory AUM
Discretionary $141.6MNon-discretionary $14.6M