Yellowwood Wealth Solutions, LLC
CRD 344334SEC# 801-137498Charlotte, NC
No longer SEC-registered. Yellowwood Wealth Solutions, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
7
Accounts
—
Location
Charlotte, NC
Yellowwood Wealth Solutions, LLC assets under management
Yellowwood Wealth Solutions, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. It employs 7 people.
Yellowwood Wealth Solutions, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley R Stark Control | Chief Compliance Officer | Under 5% | 2026 |
| Jason Rericha Control | Managing Director | 50-75% | 2026 |
| Leslie Walker Watson Control | Managing Director | 50-75% | 2026 |
Frequently asked questions
How many employees does Yellowwood Wealth Solutions, LLC have?
Yellowwood Wealth Solutions, LLC reports 7 employees.
Where is Yellowwood Wealth Solutions, LLC located?
Yellowwood Wealth Solutions, LLC is based in Charlotte, NC.
Does Yellowwood Wealth Solutions, LLC disclose fund performance?
Yellowwood Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1515 Mockingbird Lane, Suite 880, Charlotte, NC 28209 |
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 51%
More than 49% of 16,804 advisers