My Wealth Management, Inc
Firm details
- Headquarters
- Germantown, Maryland
- CRD number
- 168566
- Registered since
- September 6, 2013
- Website
- my-wealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.83%
- Individuals7.22%
- Pension & Profit Sharing Plans6.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
My Wealth Management, Inc. is an independent, SEC‑registered registered investment advisor operating as a corporation since 2013. The firm serves both individual and family clients as well as institutional accounts. Fees are charged via a mix of percentage of assets under management, hourly charges, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm reports it is not an active ESG investor and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1
Jeffrey Yeakle
President, CEOCRD 2818198
Contacts
2 of 2
Bradford Yeakle
Financial PlannerCRD 6921341
Melissa Price
Office ManagerCRD 4813731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$130M in ETFs
98%
$127M
2%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF (TLT) | BlackRock | Passive | Long Government | $15.6M | 171,721 | 12.05% |
Location
Germantown, MD
Montgomery
Location
Germantown, MD
Headquartered in Germantown, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 12410 Milestone Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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