# MYeCFO

MYeCFO is a Bank / Wealth / Trust based in La Jolla, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** La Jolla, United States
- **Region:** North America
- **Address:** La Jolla, CA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** myecfo.com
- **LinkedIn:** https://www.linkedin.com/company/myecfo

## Regulatory record

- **CRD number:** 166919
- **SEC file number:** 801-120679
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166919

## About

Founded in 2013, MYeCFO operates from La Jolla, California as a registered investment advisor. The firm targets high-net-worth individuals, high earners, business owners, and non-profit organizations, blending financial planning with investment advisory services under a personal CFO framework. Its service model integrates tax strategy — a distinguishing element relative to generic wealth managers — alongside investment management and broader financial planning. However, the specific asset-class mix, deployment strategy, and client investment portfolios are not publicly detailed. The firm does not disclose any direct investment mandates, fund structures, or co-investment vehicles. The firm's scale remains opaque. Public material does not report assets under management, total deployment, or professional headcount. Without named principals, portfolio company disclosures, or dated operational milestones, the operational footprint beyond its La Jolla headquarters is unknown. Unlike peer RIAs that disclose key investment personnel or publish thought leadership, MYeCFO's structural differentiator lies only in its stated personal CFO and tax-focused value proposition for high earners. No succession plan, external investment committee, or operational affiliate is identified.

## Sectors

- Wealth Management & Advisory

## Questions

### What is MYeCFO's primary service model?

It operates as a personal CFO, combining financial planning, investment management, and tax strategy for high-earning individuals, business owners, and non-profits. The firm is structured as a registered investment advisor based in La Jolla, California.

### Who runs investment decisions at MYeCFO?

The firm has not publicly named any principals, investment committee members, or portfolio managers. No leadership biographies or professional backgrounds are available from its public website or other primary sources.

### What is MYeCFO's known stance on alternative investments or direct deals?

There is no public evidence that MYeCFO engages in direct deals, co-investments, or alternative asset allocations. Its marketing focuses on tax strategy and personal CFO services rather than distinct asset-class mandates.

### What is MYeCFO's assets under management?

MYeCFO does not publicly disclose its assets under management or client asset base. No regulatory filing data or third-party reporting is available to confirm AUM figures.

### How does MYeCFO source clients?

The firm has not publicly described its client acquisition strategy. Its website targets high earners and business owners seeking integrated tax and financial planning, but no referral networks, professional affiliations, or sourcing channels are cited.

## Related profiles

- [MyAsiaVC](https://altss.com/profile/myasiavc)
- [MY EG Capital](https://altss.com/profile/my-eg-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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