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Anat Nurit Levy Yoder

YODER WEALTH MANAGEMENT, INC.·WALNUT CREEK, California
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2033 N MAIN ST., WALNUT CREEK, CA 94596CRD# 4777804Firm CRD# 291826
01

About

Anat Nurit Levy Yoder is a registered financial advisor based in WALNUT CREEK, California, affiliated with YODER WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
YODER WEALTH MANAGEMENT, INC.
YODER WEALTH MANAGEMENT
AUM
$247M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at YODER WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4777804
Firm CRD# 291826
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anat Nurit Levy Yoder offer?
Anat Nurit Levy Yoder specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Anat Nurit Levy Yoder's credentials?
Anat Nurit Levy Yoder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anat Nurit Levy Yoder located?
Anat Nurit Levy Yoder is based in WALNUT CREEK, California, working with YODER WEALTH MANAGEMENT, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Anat Nurit Levy Yoder charge for services?
Anat Nurit Levy Yoder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YODER WEALTH MANAGEMENT, INC.?
YODER WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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