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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 23, 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 |
|---|---|---|---|---|
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| YODER, ANAT, NURIT LEVY | I | OWNER AND CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | OWNER AND CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | OWNER AND CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | OWNER AND CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | OWNER AND CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | CEO | E | Control |
| YODER, ANAT, NURIT LEVY | I | CEO | E | Control |
Registrations
Federal
IA
Jan 23, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
2033 N MAIN ST.#1060
WALNUT CREEK, CA 94596
United States
Phone: 925-691-5600