RIA · CRD 282918SEC-Registered

Updated:

YFP Wealth

YFP WEALTH is an SEC-registered investment adviser in NEW ALBANY, OH, registered since 2020. The firm manages approximately $53 million in regulatory assets.

YFP Wealth

YFP WEALTH is an SEC-registered investment adviser in NEW ALBANY, OH, registered since 2020. The firm manages approximately $53 million in regulatory assets. It has 7 employees and 4 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Does YFP Wealth participate in fund commitments or only direct deals?

No public record of commitments or direct deals exists. Family offices with this profile commonly blend fund commitments for diversification with direct co-investments for concentrated exposure, but YFP Wealth's specific approach is unknown.

Profile maintained by 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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