# Yardley Wealth Management

Yardley Wealth Management is a Bank / Wealth / Trust based in Yardley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Yardley, United States
- **Region:** North America
- **Address:** Yardley, PA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** yardleywealth.net
- **LinkedIn:** https://www.linkedin.com/company/yardley-wealth-management-llc

## Regulatory record

- **CRD number:** 134311
- **SEC file number:** 801-121464
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134311

## About

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.

## 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.

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

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