# Young Wealth Management

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

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Davis, United States
- **Region:** North America
- **Address:** Davis, CA, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** youngwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/young-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

Young Wealth Management was established in 2007 in Davis, California, serving as a registered investment advisor for individuals, families, trusts, estates, and small business owners. The firm operates as a traditional wealth advisory practice rather than a family office — its principals act as fiduciaries, not fund managers, and its platform is built around financial planning and asset allocation rather than direct deal sourcing. The practice combines investment management, retirement planning, and tax strategy under a single advisory relationship. The firm does not operate proprietary venture, private equity, or real estate funds, deploying client capital through managed accounts and third-party strategies. Its client base is concentrated in Northern California, with a focus on university-affiliated professionals, retirees, and local business owners in the Davis-Sacramento corridor. The advisory team has maintained a deliberately lean structure since founding, offering personalized service to a limited number of households rather than scaling through advisor recruitment. The firm has not disclosed aggregate client assets, and its regulatory filings reflect the typical profile of a boutique RIA serving a regional client base without institutional or family-office mandates. Young Wealth Management's structural distinction lies in its refusal to layer complexity onto its service model — it does not operate sidecar funds, syndicated deals, or club investment vehicles. The firm functions as a pure fiduciary advisor, earning fees on assets under management rather than performance or carried interest. For a local market where university endowments and large RIAs dominate, Young Wealth Management competes on long-duration client relationships rather than product innovation.

## Questions

### Does the firm run proprietary investment funds?

No. Young Wealth Management allocates client assets through managed accounts and third-party investment strategies rather than operating its own venture capital, private equity, or hedge fund vehicles. It earns fees on assets under advisement, not carried interest.

### What geographic area does the firm serve?

The firm is headquartered in Davis, California, and concentrates on clients in Northern California — particularly the Davis, Sacramento, and surrounding university-adjacent communities.

### What services does Young Wealth Management provide?

The firm offers investment management, retirement planning, and tax advisory services. Its model combines these three disciplines under a single advisory relationship for each client household.

### Who is the firm's typical client?

The firm serves individuals, high-net-worth families, trusts, estates, and small business owners. Its client base skews toward university-affiliated professionals and local business operators in the Davis-Sacramento region.

## Related profiles

- [Young Foundation](https://altss.com/profile/young-foundation)
- [Youngor Group](https://altss.com/profile/youngor-group)

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

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