Wealth manager, independent · Yardley, PA
Yardley Wealth Management LLC
SEC-registered investment adviser · CRD 134311 · SEC 801-121464
At a glance
Yardley Wealth Management LLC is an SEC-registered investment adviser based in Yardley, Pennsylvania, with $232 million in regulatory assets under management as of its Form ADV filed April 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 169 individual clients. By Form ADV it is a wealth manager, ranked 5,280th of 8,915 wealth managers and 11,489th of 17,210 SEC-registered advisers by assets.
Main office 267-573-1019yardleywealth.netLinkedInAs filed on Form ADV
- Regulatory AUM
- $232M
- Rank among wealth managers
- #5,280 of 8,915
- Rank among all SEC RIAs
- #11,489 of 17,210
- Rank in Pennsylvania
- #421 of 564
- Individual clients
- 169
- High-net-worth clients
- 91
- Accounts
- 571
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- Michael J. GarryFounder & Ceo/chief Compliance Officer/trustee
- Maureen C. DonahuePrincipal Financial Advisor
- Karen L. LynchChief Operating Officer
- Rachel A. GarryTrustee
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 91 | $197M | 85% |
| Individuals | 78 | $35M | 15% |
Disciplinary disclosures
Yardley Wealth Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗yardleywealth.net ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Rank against 6,242 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Yardley Wealth Management LLC manage?
Yardley Wealth Management LLC reports $232 million in regulatory assets under management across 571 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 23, 2026.
What kind of firm is Yardley Wealth Management LLC?
Yardley Wealth Management LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Yardley Wealth Management LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($197 million, 91 clients); individuals ($35 million, 78 clients).
Does Yardley Wealth Management LLC have any disciplinary history?
Yardley Wealth Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Yardley Wealth Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →