YODER WEALTH MANAGEMENT, INC.

YODER WEALTH MANAGEMENT
WALNUT CREEK, California·2 registered advisors·CRD# 291826
SEC# 801-1152150925-691-5600
01

Firm Overview

AUM
$247M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at YODER WEALTH MANAGEMENT, INC.

2 registered advisors
Anat Nurit Levy Yoder
WALNUT CREEK, California
Michael David Yoder
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
2 advisors

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Data sourced from SEC Form ADV filings. YODER WEALTH MANAGEMENT, INC. (CRD# 291826) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.