YARDLEY WEALTH MANAGEMENT LLC
CRD #134311 SEC #801-121464 YARDLEY, PA 267-573-1019
SEC Registered
Total AUM
$192M
Discretionary
$192M
Employees
7
Clients
1
Accounts
508
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $192M | $192M | $0 | 7 | 0 |
| Feb 2025 | $192M | $192M | $0 | 7 | 0 |
| Feb 2024 | $147.2M | $147.2M | $0 | 7 | 0 |
| Feb 2024 | $147.2M | $147.2M | $0 | 7 | 0 |
| Mar 2023 | $125M | $125M | $0 | 5 | 0 |
| Mar 2022 | $143.6M | $143.3M | $244.7K | 5 | 0 |
| Mar 2022 | $143.6M | $143.3M | $244.7K | 5 | 0 |
| Nov 2021 | $123.1M | $123.1M | $0 | 4 | 0 |
| Aug 2021 | $123.1M | $123.1M | $0 | 4 | 0 |
| May 2021 | $123.1M | $123.1M | $0 | 4 | 0 |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
| Nov 2005 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$192M
Discretionary$192M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$192M
Discretionary$192M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$143.6M
Discretionary$143.3M
Non-Disc.$244.7K
Employees5
Clients0
DateMar 2022
Total AUM$143.6M
Discretionary$143.3M
Non-Disc.$244.7K
Employees5
Clients0
DateNov 2021
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--