YEISLEY WEALTH SOLUTIONS, INC.

Overview

Yeisley Wealth Solutions, Inc. is an independent, privately owned registered investment adviser that manages wealth for individuals, families and a smaller institutional client set. The firm emphasizes discretionary portfolio management and financial planning, and it acts as a capital allocator—sourcing and selecting third‑party managers where appropriate rather than running only in‑house strategies. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed fees, reflecting a mix of ongoing advisory relationships and project work. Investment activity centers on core public funds and mutual funds for client portfolios, supplemented by allocations to external alternative managers. The advisory offering includes portfolio management for individuals and small businesses, selection of other advisers, publication of periodic client communications, and educational workshops or seminars. The firm does not position itself as an ESG investor and is not registered as a multi‑state adviser.

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