Yardley Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Yardley, PA. Its latest Form ADV filing, dated April 23, 2026, reports $232M in regulatory assets under management, 8 employees, 2 offices, and 571 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.8% of total clients.
Top client categories% of clientsClients
1
HNWI
53.8%
91
2
Individuals
46.2%
78
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of April 23, 2026
Discretionary100.0%
$232M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$232M
Total Accounts571
10Y AUM Change+$109M (+88.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee21:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.