| Name | Title | Ownership | Since |
|---|---|---|---|
| Anat Nurit Levy Yoder Control | Ceo | Over 75% | 2017 |
| Michael David Yoder Control | Chief Compliance Officer And Chief Financial Officer | Under 5% | 2017 |
Yoder Wealth Management, Inc. reports $299.7 million in regulatory assets under management on its Form ADV.
Yoder Wealth Management, Inc. reports 2 employees.
Yoder Wealth Management, Inc. is based in Walnut Creek, CA and has been SEC-registered since 2019.
Yoder Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2033 N Main St., #1060, Walnut Creek, CA 94596 |
| Phone | 925-691-5600 |
| Office hours | 8:00 To 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $299.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $299.7M |