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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 24, 2019
- 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 |
|---|---|---|---|---|
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RERICHA, JASON | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WATSON, LES | I | CHIEF INVESTMENT OFFICER | D | Control |
| Watson, Leslie, Walker | I | CHIEF INVESTMENT OFFICER | D | Control |
| Watson, Leslie, Walker | I | CHIEF INVESTMENT OFFICER | D | Control |
| Watson, Leslie, Walker | I | CHIEF INVESTMENT OFFICER | D | Control |
| Watson, Leslie, Walker | I | CHIEF INVESTMENT OFFICER | D | Control |
| Watson, Leslie, Walker | I | CHIEF INVESTMENT OFFICER | D | Control |
| Watson, Leslie, Walker | I | CHIEF INVESTMENT OFFICER | D | Control |
| Watson, Leslie, Walker | I | CHIEF INVESTMENT OFFICER | D | Control |
| Watson, Leslie, Walker | I | CHIEF INVESTMENT OFFICER | D | Control |
| Rericha, Jason | I | CHIEF EXECUTIVE OFFICER | C | Control |
| Rericha, Jason | I | CHIEF EXECUTIVE OFFICER | C | Control |
| Rericha, Jason | I | CHIEF EXECUTIVE OFFICER | C | Control |
| Rericha, Jason | I | CHIEF EXECUTIVE OFFICER | C | Control |
| Rericha, Jason | I | CHIEF EXECUTIVE OFFICER | C | Control |
| Rericha, Jason | I | CHIEF EXECUTIVE OFFICER | C | Control |
| Rericha, Jason | I | CHIEF EXECUTIVE OFFICER | C | Control |
| Rericha, Jason | I | CHIEF EXECUTIVE OFFICER | C | Control |
Registrations
Federal
IA
Jun 24, 2019 REGISTERED
Notice Filings (7)
FL NC NY OH SC TX VA
Address
525 NORTH TRYON STREET, SUITE 1611ACHARLOTTE, NC 28202
United States
Phone: 971-371-3450