Your Ia, LLC

Overview

Your Ia, LLC is an independent registered investment adviser organized as an LLC. The firm reports SEC registration in 2025 and its ownership is recorded as a mix of a domestic entity and an individual. It serves a mix of individual and family clients as well as institutional clients and provides financial planning and portfolio management services specifically for individuals and small businesses. Compensation is flexible: the firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Regulatory filings indicate the firm does not position itself as a capital allocator and does not report active ESG investing, pension consulting, or related-adviser status. Its stated industry affiliations include another investment adviser and an insurance company, reflecting relationships beyond pure advisory work.

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Public Holdings

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Location & Offices