Rafael Yurk has been an investment adviser representative at Asset One Wealth Management since April 2026, and is not listed among the firm’s executive officers or direct owners.
Asset One Wealth Management, LLC is a Bellevue, WA firm with $983M under management, 1,173 clients and 9 advisers across 9 offices, as of its October 2026 filing.
Rafael Yurk’s longest registration was 1 year at Pittsburgh Financial Planners, Inc. (2025–2026). Before joining Asset One Wealth Management in 2026, Rafael Yurk was registered through Pittsburgh Financial Planners, Inc.
- – present · under a yearBridgeville, PA · Adviser representative · Firm CRD 336350
- Pittsburgh Financial Planners, Inc.– · 1 yearBridgeville, PA · Adviser representative · Firm CRD 14155
Investment adviser representative registrations
Rafael Yurk is registered as an investment adviser representative in Pennsylvania, since April 2026.
- PennsylvaniaSince 3 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rafael J. Yurk
- CRD
- 8030522
- Firm
- Asset One Wealth Management · CRD 336350
- Office
- 1195 Washington Pike, Suite 100, Bridgeville, PA 15017
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Rafael Yurk work?
Rafael Yurk is an investment adviser representative registered through Asset One Wealth Management, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Rafael Yurk a financial advisor?
Yes. Rafael Yurk has a current investment-adviser registration in Pennsylvania, through Asset One Wealth Management since April 2026.
How many years of experience does Rafael Yurk have?
Rafael Yurk has 1 year in the financial industry, since January 2025, across 2 adviser firms.
What exams has Rafael Yurk passed?
Rafael Yurk passed the Series 65 in November 2024.
Where did Rafael Yurk work before Asset One Wealth Management?
Before Asset One Wealth Management, Rafael Yurk was registered through Pittsburgh Financial Planners, Inc., January 2025 to March 2026.
Where is Rafael Yurk based?
Rafael Yurk’s registered office is in Bridgeville, PA.
Is Rafael Yurk registered with FINRA?
No. Rafael Yurk has no current broker registration.
How can I verify Rafael Yurk’s record?
Search CRD 8030522 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rafael Yurk’s full registration record.