YARDLEY WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- YARDLEY, Pennsylvania
- CRD number
- 134311
- Registered since
- June 10, 2021
- Website
- yardleywealth.net
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.9%
- Individuals15.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Yardley Wealth Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2021. The firm serves individual and family clients with financial planning and discretionary portfolio management for individuals and small businesses. Its fees are assessed as a percentage of assets under management and via fixed fees. Yardley does not position itself as a capital allocator to external managers, is not an active ESG investor, and does not operate as a multi-state adviser. The firm lists a law firm among its industry affiliations.
Assets & Accounts
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
- Public Funds/Mutual Funds89%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
1 of 1MICHAEL GARRY
Founder and CEOCRD 2026666
Contacts
3 of 4RACHEL GARRY
PrincipalCRD 7462809
KAREN LYNCH
CRD 8230936
Amy Garry
Financial AdvisorCRD 8015630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
YARDLEY, PA
BUCKS
Location
YARDLEY, PA
Headquartered in YARDLEY, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 37 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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