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Building 2YAHARA WEALTH MANAGEMENT LLC

Map pinMADISON, WI
Phone608-467-1010
NotebookSEC #801-135019
Total AUM
$112M
Employees
2
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
725 HEARTLAND TRAIL
SUITE 205
MADISON
WI 53717
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
608-467-1010

ReceiptFinancials

Total AUM
$112M
Accounts
283
Discretionary
$112M
Accounts
283
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$5.5M
HNW Individual Clients
48
AUM
$106.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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

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