York Wealth Management

York Wealth Management

York Wealth Management was founded in 2024 and operates from West Chicago, Illinois. The firm registered with the Securities and Exchange Commission as an investment adviser, establishing a fiduciary duty to its clients from day one. Its offering spans both discretionary investment management and non-discretionary advisory, allowing it to serve clients who want full delegation of portfolio decisions alongside those who prefer to retain final trading authority. The firm delivers financial planning, tax planning, and investment management services — a bundled approach that aims to coordinate asset allocation with a client's broader balance sheet. Early-stage RIA practices of this profile typically construct portfolios using individual equities, fixed income instruments, and pooled investment vehicles including mutual funds and ETFs. York Wealth Management has not publicly disclosed specific portfolio holdings or strategic mandates. York Wealth Management's SEC registration lists a single office in West Chicago, with no additional locations or publicly named investment professionals available at this stage. The firm has not disclosed assets under management or an investment team headcount — common for a newly formed RIA operating below the $100 million regulatory reporting threshold. The firm's structural starting point is a dual-discretion model — offering both managed accounts and advisory-only relationships — which positions it to capture clients across different engagement preferences. How the practice evolves its service stack, whether toward a family-office-lite offering or a specialized tax-aware overlay, will depend on the principal's professional background and client pipeline, neither of which have been publicly disclosed.