RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
JUNE
Registration Date
--
Latest Filing
Aug 12, 2022
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TAYLOR, ADRIANIMANAGING MEMBER - YHB WEALTH ADVISORS LLCNA Control
TAYLOR, ADRIANIMANAGING MEMBER - YHB WEALTH ADVISORS LLCNA Control
TAYLOR, ADRIANIMANAGING MEMBER - YHB WEALTH ADVISORS LLCNA Control
TAYLOR, ADRIANIMANAGING MEMBER - YHB WEALTH ADVISORS LLCNA Control
Thompson, CurtisICHIEF COMPLIANCE OFFICERNA Control
Thompson, CurtisICHIEF COMPLIANCE OFFICERNA Control
Thompson, CurtisICHIEF COMPLIANCE OFFICERNA Control
Thompson, CurtisICHIEF COMPLIANCE OFFICERNA Control
YOUNT, HYDE & BARBOUR P.C.DEOWNERE Control
YOUNT, HYDE & BARBOUR P.C.DEOWNERE Control
YOUNT, HYDE & BARBOUR P.C.DEOWNERE Control
YOUNT, HYDE & BARBOUR P.C.DEOWNERE Control
BEEMAN, RANDY, RIDIRECTOR OF WEALTH MANAGEMENTA Control
BEEMAN, RANDY, RIDIRECTOR OF WEALTH MANAGEMENTA Control
BEEMAN, RANDY, RIDIRECTOR OF WEALTH MANAGEMENTA Control
BEEMAN, RANDY, RIDIRECTOR OF WEALTH MANAGEMENTA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MOULDEN, S. SCOTTIYOUNT, HYDE & BARBOUR P.C.F
MOULDEN, S. SCOTTIYOUNT, HYDE & BARBOUR P.C.F
MOULDEN, S. SCOTTIYOUNT, HYDE & BARBOUR P.C.F
MOULDEN, S. SCOTTIYOUNT, HYDE & BARBOUR P.C.F

Registrations

Federal

IA
Aug 12, 2022 REGISTERED

Notice Filings (2)

VA WV

Address

50 SOUTH CAMERON STREET
WINCHESTER, VA 22601
United States
Phone: 540-545-8702