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Chief Compliance Officer and Chief Financial Officer · Yoder Wealth Management

Michael D. Yoder

CRD 4350846 · Named on Form ADV at one SEC-registered adviser

At a glance

Yoder Wealth Management, an SEC-registered wealth manager based in Walnut Creek, CA with $331 million in regulatory assets, lists Michael D. Yoder on its Form ADV as Chief Compliance Officer and Chief Financial Officer, a control person.

Firms and roles

  • Yoder Wealth ManagementChief Compliance Officer and Chief Financial OfficerWealth manager · Walnut Creek, CA · $331M in regulatory assets

AtlasMembers

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
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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.