YEARWOOD YOUNG ADVISORS LLC
Legal name: YEARWOOD YOUNG ADVISORS
CRD #307719 SEC #801-127793 BROOKLYN, NY 347-338-0278
SEC Registered
Total AUM
$76.1M
Discretionary
$76.1M
Employees
2
Clients
26
Accounts
49
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $76.1M | $76.1M | $0 | 2 | 16 |
| Mar 2025 | $76.1M | $76.1M | $0 | 2 | 16 |
| Sep 2024 | $66.3M | $66.3M | $0 | 2 | 14 |
| Aug 2024 | $66.3M | $66.3M | $0 | 2 | 14 |
| Jul 2024 | $55.1M | $55.1M | $0 | 2 | 14 |
| Mar 2024 | $55.1M | $55.1M | $0 | 2 | 14 |
| Oct 2023 | $49M | $49M | $0 | 1 | 12 |
| Sep 2023 | $49M | $49M | $0 | 1 | 12 |
| Mar 2023 | $49M | $49M | $0 | 1 | 12 |
DateOct 2025
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees2
Clients16
DateMar 2025
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees2
Clients16
DateSep 2024
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees2
Clients14
DateAug 2024
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees2
Clients14
DateJul 2024
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees2
Clients14
DateMar 2024
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees2
Clients14
DateOct 2023
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees1
Clients12
DateSep 2023
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees1
Clients12
DateMar 2023
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees1
Clients12