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Yardley Wealth Management
Yardley Wealth Management is an SEC-registered investment adviser in YARDLEY, PA, registered since 2021. The firm manages approximately $232 million in assets.
Yardley Wealth Management
Yardley Wealth Management is an SEC-registered investment adviser in YARDLEY, PA, registered since 2021. The firm manages approximately $232 million in assets. It has 8 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Yardley
Corporate office
Yardley, PA, United States
Frequently asked questions
Is Yardley Wealth Management a fiduciary?
Yes. As an SEC-registered investment advisor structured as an independent firm, Yardley Wealth Management holds a fiduciary duty to its clients. This means it is legally obligated to act in its clients' best interests, placing their financial well-being ahead of the firm's own profits or commissions, a standard that differentiates RIAs from broker-dealers.
Who is responsible for succession and continuity planning at the firm?
The firm does not publicly disclose a formal succession plan. For a small, geographically concentrated practice in Yardley, Pennsylvania, succession and continuity remain critical governance considerations, especially given that key-man risk is inherent in boutique advisory firms where client relationships are tied to a primary principal.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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