Rachel Garry 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.
Rachel Garry is a Principal of Yardley Wealth Management. She has worked behind the scenes for many years and provides guidance on long-term strategic planning. She is involved in and consults on big-picture items.
- CRD
- 7462809
- Firm
- Yardley Wealth Management · CRD 134311
- Role
- Trustee
- In role since
- March 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 Rachel Garry work?
Rachel Garry has been Trustee of Yardley Wealth Management LLC since March 2026.
How can I verify Rachel Garry’s record?
Rachel Garry’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.
