Yahara Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated March 13, 2026, reports $112M in regulatory assets under management, 2 employees, and 283 accounts.
Assets Under Management
$112M
Employees
2
Offices
--
Total Clients
63
Primary office
MADISON, WI
725 HEARTLAND TRAIL, SUITE 205, MADISON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.2% of total clients.
Top client categories% of clientsClients
1
HNWI
76.2%
48
2
Individuals
23.8%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$112Mas of March 13, 2026
Discretionary100.0%
$112M
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.
Total AUM$112M
Total Accounts283
10Y AUM Change+$5M (+4.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* 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.