YODER WEALTH MANAGEMENT
  • YODER WEALTH MANAGEMENT
  • ANAT NURIT LEVY YODER
  • YODER, ANAT, NURIT LEVY
  • YODER, ANAT
  • YODER WEALTH MANAGEMENT, INC.

Adviser Profile

As of Date 01/07/2026
Registration SEC, Approved, 05/03/2019
Other registrations (2)
ADV Location WALNUT CREEK, CA, United States
Contact Info 925 xxxxxxx
Websites
AUM* 331,204,663 34%
of that, discretionary 331,204,663 34%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 971,275 30%
% High Net Worth 90.54% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

331M 284M 237M 189M 142M 95M 47M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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