Yardley Wealth Management LLC
● SEC registered since 2021CRD 134311SEC# 801-121464Yardley, PA
Reg. AUM
$231.6M
Employees
8
Accounts
571
Location
Yardley, PA
Yardley Wealth Management LLC assets under management
Yardley Wealth Management LLC is a registered investment adviser overseen by the SEC based in Yardley, PA. The firm has been registered since 2021. It reports $231.6 million in regulatory assets under management and employs 8 people.
Yardley Wealth Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen Lynn Lynch | Chief Operating Officer | Under 5% | 2026 |
| Maureen Celeste Donahue | Principal Financial Advisor | 5-10% | 2025 |
| Michael Joseph Garry Control | Founder & Ceo/Chief Compliance Officer/Trustee | Under 5% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Yardley Wealth Management LLC manage?
Yardley Wealth Management LLC reports $231.6 million in regulatory assets under management on its Form ADV.
How many employees does Yardley Wealth Management LLC have?
Yardley Wealth Management LLC reports 8 employees.
Where is Yardley Wealth Management LLC located?
Yardley Wealth Management LLC is based in Yardley, PA and has been SEC-registered since 2021.
Does Yardley Wealth Management LLC disclose fund performance?
Yardley Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 37 S. Main Street, Yardley, PA 19067 |
| Phone | 267-573-1019 |
| Fax | 267-604-9164 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$231.6M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$231.6Mregulatory AUM
Discretionary $231.6M