YHB WEALTH ADVISORS, LLC
CRD #291713 SEC #801-120661 WINCHESTER, VA 540-545-8702
SEC Registered
Total AUM
$109.7M
Discretionary
$109.7M
Employees
2
Clients
51
Accounts
259
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $109.7M | $109.7M | $0 | 2 | 0 |
| Aug 2021 | $102.6M | $102.6M | $0 | 2 | 0 |
| Apr 2021 | $101.8M | $101.8M | $0 | 2 | 0 |
| Mar 2021 | $101.8M | $101.8M | $0 | 2 | 0 |
DateAug 2022
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees2
Clients0