Yoder Wealth Management
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 291826
- Registered since
- May 3, 2019
- Website
- yoderwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.88%
- Individuals1.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Yoder Wealth Management is an independent, individually owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under a mix of fee models — percentage of assets under management, hourly charges, and fixed fees — and has been SEC-registered since 2019. Its client base is concentrated on individual and family relationships rather than institutional mandates. The firm does not identify as an active ESG investor and does not present itself as a multi-state or pension-consulting adviser.
Assets & Accounts
Public Holdings
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 Funds81%
- Exchange Traded Equities17%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Michael Yoder
PrincipalCRD 4350846
Anat Yoder
PrincipalCRD 4777804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$232M in ETFs
94%
$219M
3%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) | Fidelity | Passive | Technology | $31.8M | 105,929 | 13.69% |
Location
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 2033 N Main St
- Time zone
- PT (UTC-8)
- Office locations
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