Yoder Wealth Management, Inc.
● SEC registered since 2019CRD 291826SEC# 801-115215Walnut Creek, CA
Reg. AUM
$331.2M
Employees
2
Accounts
341
Location
Walnut Creek, CA
Yoder Wealth Management, Inc. assets under management
Yoder Wealth Management, Inc. operates as an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2019. It reports $331.2 million in regulatory assets under management and employs 2 people.
Yoder Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anat Nurit Levy Yoder Control | Ceo | Over 75% | 2017 |
| Michael David Yoder Control | Chief Compliance Officer And Chief Financial Officer | Under 5% | 2017 |
Frequently asked questions
How much does Yoder Wealth Management, Inc. manage?
Yoder Wealth Management, Inc. reports $331.2 million in regulatory assets under management on its Form ADV.
How many employees does Yoder Wealth Management, Inc. have?
Yoder Wealth Management, Inc. reports 2 employees.
Where is Yoder Wealth Management, Inc. located?
Yoder Wealth Management, Inc. is based in Walnut Creek, CA and has been SEC-registered since 2019.
Does Yoder Wealth Management, Inc. disclose fund performance?
Yoder 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 | 2033 N Main St., #1060, Walnut Creek, CA 94596 |
| Phone | 925-691-5600 |
| Office hours | 8:00 To 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$331.2M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$331.2Mregulatory AUM
Discretionary $331.2M