KEVIN M. YOUNG FINANCIAL, INC.
Legal name: YOUNG WEALTH MANAGEMENT
CRD #145478 SEC #801-121721 DAVIS, CA 530-231-5152
SEC Registered
Total AUM
$116.6M
Discretionary
$116.6M
Employees
2
Clients
1
Accounts
304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $116.6M | $116.6M | $0 | 2 | 3 |
| Jan 2024 | $116.6M | $116.6M | $0 | 2 | 3 |
| Mar 2023 | $115.2M | $115.2M | $0 | 2 | 4 |
| Mar 2022 | $117M | $117M | $0 | 2 | 5 |
| Feb 2022 | $117M | $117M | $0 | 2 | 5 |
| Jul 2021 | $105.5M | $105.5M | $0 | 2 | 5 |
| Jun 2021 | $105.5M | $105.5M | $0 | 2 | 5 |
DateMar 2024
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees2
Clients3
DateJan 2024
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees2
Clients3
DateMar 2023
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees2
Clients4
DateMar 2022
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees2
Clients5
DateFeb 2022
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees2
Clients5
DateJul 2021
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees2
Clients5
DateJun 2021
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees2
Clients5