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My Wealth Management, Inc.

● SEC registered since 2013CRD 168566SEC# 801-78477Germantown, MD
Export (members)
Reg. AUM
$151.7M
Employees
2
Accounts
296
Location
Germantown, MD

My Wealth Management, Inc. assets under management

My Wealth Management, Inc. operates as an SEC-registered investment adviser based in Germantown, MD. The firm has been registered since 2013. It reports $151.7 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/jeffrey-yeakle-chfc-cfp%c2%ae-3352312aView on SEC.gov ↗

My Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Wayne Yeakle ControlPresident & Investment AdvisorOver 75%2013
Melissa Lynn PriceChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does My Wealth Management, Inc. manage?

My Wealth Management, Inc. reports $151.7 million in regulatory assets under management on its Form ADV.

How many employees does My Wealth Management, Inc. have?

My Wealth Management, Inc. reports 2 employees.

Where is My Wealth Management, Inc. located?

My Wealth Management, Inc. is based in Germantown, MD and has been SEC-registered since 2013.

Does My Wealth Management, Inc. disclose fund performance?

My Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12410 Milestone Center Drive, Suite 175, Germantown, MD 20876
Phone301-330-7900
Fax301-330-7901
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1827845
Discloses disciplinary historyNo

Assets under management

Discretionary$134.2M
Non-discretionary$17.5M
Total (RAUM)$151.7M