YELLOWWOOD WEALTH SOLUTIONS, LLC
CRD #299111 SEC #801-114252 CHARLOTTE, NC 971-371-3450
SEC Registered
Total AUM
$71.1M
Discretionary
$71.1M
Employees
3
Clients
0
Accounts
147
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2019 | $71.1M | $71.1M | $0 | 3 | 0 |
| Jun 2019 | $71.1M | $71.1M | $0 | 3 | 0 |
| Apr 2019 | $71.1M | $71.1M | $0 | 3 | 0 |
| Apr 2019 | $71.1M | $71.1M | $0 | 3 | 0 |
| Apr 2019 | $71.1M | $71.1M | $0 | 3 | 0 |
| Mar 2019 | $71.1M | $71.1M | $0 | 3 | 0 |
| Mar 2019 | $71.1M | $71.1M | $0 | 3 | 0 |
| Oct 2018 | $0 | $0 | $0 | 2 | 0 |
| Oct 2018 | $0 | $0 | $0 | 2 | 0 |
| Oct 2018 | $0 | $0 | $0 | 2 | 0 |
DateJun 2019
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0