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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 3, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARRY, MICHAEL, JOSEPH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GARRY, MICHAEL, JOSEPH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GARRY, MICHAEL, JOSEPH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GARRY, MICHAEL, JOSEPH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GARRY, MICHAEL, JOSEPH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GARRY, MICHAEL, JOSEPH | I | FOUNDER & CEO//CHIEF COMPLIANCE OFFICER | E | Control |
| GARRY, MICHAEL, JOSEPH | I | FOUNDER & CEO//CHIEF COMPLIANCE OFFICER | E | Control |
| GARRY, MICHAEL, JOSEPH | I | FOUNDER & CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| GARRY, MICHAEL, JOSEPH | I | FOUNDER & CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| GARRY, MICHAEL, JOSEPH | I | FOUNDER & CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| GARRY, MICHAEL, JOSEPH | I | FOUNDER & CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| GARRY, MICHAEL, JOSEPH | I | FOUNDER & CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| GARRY, MICHAEL, JOSEPH | I | FOUNDER & CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| GARRY, MICHAEL, JOSEPH | I | FOUNDER & CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| GARRY, RACHEL, AILEEN | I | MEMBER | D | Control |
| GARRY, RACHEL, AILEEN | I | MEMBER | D | Control |
| GARRY, RACHEL, AILEEN | I | MEMBER | D | Control |
| GARRY, RACHEL, AILEEN | I | MEMBER | D | Control |
| GARRY, RACHEL, AILEEN | I | MEMBER | D | Control |
| GARRY, RACHEL, AILEEN | I | MEMBER | D | Control |
| GARRY, RACHEL, AILEEN | I | MEMBER | D | Control |
| GARRY, RACHEL, AILEEN | I | MEMBER | D | Control |
| GARRY, MICHAEL, JOSEPH | I | FOUNDER & CEO/CHIEF COMPLIANCE OFFICER | C | Control |
| DONAHUE, MAUREEN, CELESTE | I | PRINCIPAL FINANCIAL ADVISOR | A |
Registrations
Federal
IA
Oct 3, 2025 REGISTERED
Notice Filings (4)
FL NJ NY PA
Address
37 S. MAIN STREETYARDLEY, PA 19067
United States
Phone: 267-573-1019