MY WEALTH MANAGEMENT, INC.
Legal name: MY WEALTH MANAGEMENT, INC
CRD #168566 SEC #801-78477 GERMANTOWN, MD 301-330-7900
SEC Registered
Total AUM
$156.2M
Discretionary
$141.6M
Employees
2
Clients
0
Accounts
298
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- JULY
- Registration Date
- --
- Latest Filing
- Oct 29, 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 |
|---|---|---|---|---|
| PRICE, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRICE, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRICE, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & INVESTMENT ADVISOR | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & INVESTMENT ADVISOR | E | Control |
| YEAKLE, JEFFREY, WAYNE | I | PRESIDENT & INVESTMENT ADVISOR | E | Control |
| MCGLAUGHLIN, JOHN, PETER | I | VICE PRESIDENT | A | |
| MCGLAUGHLIN, JOHN, PETER | I | VICE PRESIDENT | A | |
| MCGLAUGHLIN, JOHN, PETER | I | VICE PRESIDENT | A | |
| MCGLAUGHLIN, JOHN, PETER | I | VICE PRESIDENT | A |
Registrations
Federal
IA
Oct 29, 2025 REGISTERED
Notice Filings (7)
DC FL MD PA SC TX VA
Address
12410 MILESTONE CENTER DRIVESUITE 175
GERMANTOWN, MD 20876
United States
Phone: 301-330-7900