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Chief Compliance Officer, Founding Partner, President · Yahara Wealth Management LLC

Leonard W. Barry

CRD 5079562 · Named on Form ADV at one SEC-registered adviser

At a glance

Yahara Wealth Management LLC, an SEC-registered wealth manager based in Madison, WI with $112 million in regulatory assets, lists Leonard W. Barry on its Form ADV as Chief Compliance Officer, Founding Partner, President, a control person.

Firms and roles

  • Yahara Wealth Management LLCChief Compliance Officer, Founding Partner, PresidentWealth manager · Madison, WI · $112M in regulatory assets

AtlasMembers

Leonard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leonard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.