| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Joseph Garry Control | Founder & Ceo/Chief Compliance Officer | 50-75% | 2005 |
| Rachel Aileen Garry Control | Member | 50-75% | 2021 |
Yardley Wealth Management LLC reports $192 million in regulatory assets under management on its Form ADV.
Yardley Wealth Management LLC reports 7 employees.
Yardley Wealth Management LLC is based in Yardley, PA and has been SEC-registered since 2021.
Yardley Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 37 S. Main Street, Yardley, PA 19067 |
| Phone | 267-573-1019 |
| Fax | 267-604-9164 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $192M |
| Non-discretionary | $0 |
| Total (RAUM) | $192M |