YAHARA WEALTH MANAGEMENT LLC
CRD #168325 SEC #801-135019 MADISON, WI 608-467-1010
SEC Registered
Total AUM
$107.5M
Discretionary
$107.5M
Employees
2
Clients
51
Accounts
274
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRY, LEONARD, WILLIAMS | I | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER, PRESIDENT | E | Control |
| Crone, Andrew, J | I | PARTNER, WEALTH ADVISOR | B | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (1)
WI
Address
725 HEARTLAND TRAILSUITE 205
MADISON, WI 53717
United States
Phone: 608-467-1010