Karen Lynch is not listed as a control person, but directly owns under 5% of Yardley Wealth Management.
Yardley Wealth Management is an investment adviser based in Yardley, PA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $232 million, as filed on 23 April 2026. Its fees, ownership and offices are on the firm’s profile.
Karen Lynch is Principal and Chief Operating Officer of Yardley Wealth Management, which she has been part of since February 2015. She has been Chief Operating Officer for over 5 years and became a Principal on January 1, 2026. She has over 26 years of experience in the financial services industry and oversees execution of the firm's strategic goals and initiatives.
- CRD
- 8230936
- Firm
- Yardley Wealth Management · CRD 134311
- Role
- Chief Operating Officer
- In role since
- January 2026 · under a year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Yardley, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yardleywealth.net
Where does Karen Lynch work?
Karen Lynch has been Chief Operating Officer of Yardley Wealth Management LLC since January 2026.
How can I verify Karen Lynch’s record?
Karen Lynch’s role is listed on Yardley Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 134311.
