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Founder & Ceo/chief Compliance Officer/trustee · Yardley Wealth Management LLC

Michael J. Garry

CRD 2026666 · Named on Form ADV at one SEC-registered adviser

At a glance

Yardley Wealth Management LLC, an SEC-registered wealth manager based in Yardley, PA with $232 million in regulatory assets, lists Michael J. Garry on its Form ADV as Founder & Ceo/chief Compliance Officer/trustee, a control person.

Firms and roles

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Michael’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 Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.