YFP Wealth
Firm details
- Headquarters
- New Albany, Ohio
- CRD number
- 282918
- Registered since
- March 13, 2020
- Website
- yfpwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals75.62%
- HNWI22.85%
- Pension & Profit Sharing Plans1.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
YFP Wealth is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm is individually owned and serves both individual/family and institutional clients. Its fee model combines percentage-of-AUM billing with fixed fees. Core advisory services disclosed on the ADV include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars/workshops. YFP Wealth reports it is not an active ESG investor and does not act as a capital allocator. It operates across multiple states.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Timothy Ulbrich
Co-Founder and CEOCRD 7121139
Contacts
3 of 3
Timothy Baker
Co-FounderCRD 6130547
Kimberly Bolton
Portfolio Manager and Financial PlannerCRD 7334456
Ituoghirisic Igoni
Associate Financial PlannerCRD 8205448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Albany, OH
Franklin
Location
New Albany, OH
Headquartered in New Albany, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 118 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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