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Yoder Wealth Management
Anat Yoder serves as sole owner and principal of Yoder Wealth Management. Michael D. Yoder acts as co-founder and oversees investment operations.
Yoder Wealth Management
Anat Yoder serves as sole owner and principal of Yoder Wealth Management. Michael D. Yoder acts as co-founder and oversees investment operations. The firm began as an RIA focused on high-net-worth families in the United States. Public filings show positions in technology names such as Cisco Systems and Apple alongside ETFs including FTEC and VUG. Additional holdings include the iShares 20+ Year Treasury Bond ETF. The firm also maintains exposure to digital assets through a dedicated portfolio. Geographic reach covers North America and Europe on a confirmed basis. The team lists three client-facing professionals. Michael Yoder participates in the CFP Board as a member of the Disciplinary and Ethics Commission. Anat Yoder holds a board role at Contra Costa Jewish Day School. A May 2024 appearance at the CFP Board Connections Conference marked the most recent dated public activity. Governance ties principals directly to client mandates without separate fund vehicles or external LP commitments. Custody rests with Fidelity Investments and Charles Schwab.
General information
Firm type
Multi Family Office
Year founded
2019
Location
Region
North America
Country
United States
City
Walnut Creek
Principals
Anat Yoder
Founder and Principal
Michael D. Yoder
Principal and Co-founder
Sector focus
Frequently asked questions
Who runs investment decisions at Yoder Wealth Management?
Anat Yoder serves as sole owner and principal. Michael D. Yoder acts as co-founder and oversees investment operations.
Does Yoder Wealth Management participate in fund commitments or only direct deals?
Public filings show direct purchases of individual equities and ETFs. No external fund commitments appear in available records.
What investment stages does Yoder Wealth Management typically target?
Confirmed stages include growth, secondaries, and startup. Public market positions dominate disclosed activity.
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