Yfp Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Albany, OH. Its latest Form ADV filing, dated March 2, 2026, reports $53M in regulatory assets under management, 7 employees, and 715 accounts.
Top client segmentIndividuals represent 95.3% of total clients.
Top client categories% of clientsClients
1
Individuals
95.3%
221
2
HNWI
3.9%
9
3
Pension Plans
0.9%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$53Mas of March 2, 2026
Discretionary100.0%
$53M
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$53M
Total Accounts715
10Y AUM Change+$50M (+1513.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee33:1
10Y Employee Change+4 (+133.3%)
* 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.