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, SEC-registered advisory firm organized as a corporation and owned by an individual. The firm has been registered with the SEC since 2019 and concentrates on serving individual and family clients, along with small-business portfolio management. Its primary services are financial planning and discretionary portfolio management for private clients. Fee arrangements include a percentage-of-AUM component plus the ability to charge hourly and fixed fees. The firm does not identify as an active ESG investor and does not act as a capital allocator to external manager platforms.
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
Anat Yoder
PrincipalCRD 4777804
Michael Yoder
PrincipalCRD 4350846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$226M in ETFs
94%
$212M
3%
$13.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) | Fidelity | Passive | Technology | $29.8M | 104,253 | 13.18% |
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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