YODER WEALTH MANAGEMENT, INC.
Legal name: YODER WEALTH MANAGEMENT
CRD #291826 SEC #801-115215 WALNUT CREEK, CA 925-691-5600
SEC Registered
Total AUM
$299.7M
Discretionary
$299.7M
Employees
2
Clients
51
Accounts
369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $299.7M | $299.7M | $0 | 2 | 5 |
| Jan 2024 | $247.4M | $247.4M | $0 | 2 | 3 |
| Jan 2023 | $194M | $194M | $0 | 2 | 6 |
| Jan 2022 | $207.4M | $207.4M | $0 | 2 | 4 |
| Jan 2021 | $146.8M | $146.8M | $0 | 3 | 3 |
| Jan 2021 | $146.8M | $146.8M | $0 | 3 | 3 |
| Jul 2020 | $116.3M | $116.3M | $0 | 3 | 3 |
| Jun 2020 | $116.3M | $116.3M | $0 | 3 | 3 |
| Feb 2020 | $116.3M | $116.3M | $0 | 3 | 3 |
| May 2019 | $100.1M | $100.1M | $0 | 3 | 1 |
| Apr 2019 | $100.1M | $100.1M | $0 | 3 | 1 |
DateJan 2025
Total AUM$299.7M
Discretionary$299.7M
Non-Disc.$0
Employees2
Clients5
DateJan 2024
Total AUM$247.4M
Discretionary$247.4M
Non-Disc.$0
Employees2
Clients3
DateJan 2023
Total AUM$194M
Discretionary$194M
Non-Disc.$0
Employees2
Clients6
DateJan 2022
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees2
Clients4
DateJan 2021
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees3
Clients3
DateJan 2021
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees3
Clients3
DateJul 2020
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients3
DateJun 2020
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients3
DateFeb 2020
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients3
DateMay 2019
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees3
Clients1
DateApr 2019
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees3
Clients1