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Yahara Wealth Management LLC

● SEC registered since 2026CRD 168325SEC# 801-135019Madison, WI
Export (members)
Reg. AUM
$107.5M
Employees
2
Accounts
274
Location
Madison, WI

Yahara Wealth Management LLC assets under management

Yahara Wealth Management LLC is an investment advisory firm registered with the SEC based in Madison, WI. The firm has been registered since 2026. It reports $107.5 million in regulatory assets under management and employs 2 people.
www.yaharawealth.comView on SEC.gov ↗

Yahara Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew J Crone ControlPartner, Wealth Advisor10-25%2021
Leonard Williams Barry ControlChief Compliance Officer, Founding Partner, PresidentOver 75%2013

Frequently asked questions

How much does Yahara Wealth Management LLC manage?

Yahara Wealth Management LLC reports $107.5 million in regulatory assets under management on its Form ADV.

How many employees does Yahara Wealth Management LLC have?

Yahara Wealth Management LLC reports 2 employees.

Where is Yahara Wealth Management LLC located?

Yahara Wealth Management LLC is based in Madison, WI and has been SEC-registered since 2026.

Does Yahara Wealth Management LLC disclose fund performance?

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

Contact & registration

Address725 Heartland Trail, Suite 205, Madison, WI 53717
Phone608-467-1010
Fax608-467-1011
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.5M
Non-discretionary$0
Total (RAUM)$107.5M