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Building 2YODER WEALTH MANAGEMENT

Map pinWALNUT CREEK, CA
Phone925-691-5600
NotebookSEC #801-115215
Total AUM
$331.2M
Employees
2
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2033 N MAIN ST.
#1060
WALNUT CREEK
CA 94596
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
925-691-5600

ReceiptFinancials

Total AUM
$331.2M
Accounts
341
Discretionary
$331.2M
Accounts
341
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$3.7M
HNW Individual Clients
67
AUM
$327.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES NOT RESULTING IN A FINANCIAL PLAN
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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