MY Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
MY Wealth Management reports 115 clients. They include 64 high-net-worth individuals, 50 individual clients and 1 pension or profit-sharing plan. Of its assets, 90.7% ($142M across 292 accounts) are managed with discretion; $14.6M across 6 accounts are not. A wrap fee program the firm both sponsors and manages holds $125M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 7% |
| High-net-worth individuals | 56% | 86% |
| Pension and profit-sharing plans | <1% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 50 | $11.3M | 7.2% | $225K |
| High-net-worth individuals | 64 | $134M | 85.8% | $2.09M |
| Pension and profit-sharing plans | Fewer than 5 | $10.9M | 7.0% | $10.9M |
| Total | 115 | $156M | 100% | — |
- Clients
- 50
- Regulatory AUM
- $11.3M
- AUM share
- 7.2%
- Avg. per client
- $225K
- Clients
- 64
- Regulatory AUM
- $134M
- AUM share
- 85.8%
- Avg. per client
- $2.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.9M
- AUM share
- 7.0%
- Avg. per client
- $10.9M
Total
- Clients
- 115
- Regulatory AUM
- $156M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
MY Wealth Management charges 0.40%–0.89% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $4,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1.5M | 0.89% |
| $1.5M and above | 0.40% |
Fee details and sources
Other fees
- Retirement Plan Consulting
- Retirement plan consulting is billed hourly at a maximum of $300 an hour, as flat fees from $750 to $10,000, or as a fee of up to 0.75% of managed plan assets.
Jeffrey Yeakle owns 75% or more of MY Wealth Management. The leadership team of MY Wealth Management includes President Jeffrey Yeakle and Chief Compliance Officer Melissa Price. It has 2 employees.
Leadership
- Jeffrey YeaklePresident & Investment Advisor
- Melissa PriceChief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of My Wealth Management, Inc.
Jeffrey Yeakle
Control person · since September 2013
MY Wealth Management’s regulatory assets grew from $128M (March 2021) to $156M (July 2026); clients fell from 125 to 115 and employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $156M | 115 | 2 | 1 |
| October 2024 | $152M | 117 | 2 | 1 |
| May 2024 | $149M | 122 | 1 | 1 |
| October 2022 | $135M | 124 | 1 | 1 |
| October 2021 | $155M | 126 | 1 | 1 |
| March 2021 | $128M | 125 | 1 | 1 |
Besides its headquarters, MY Wealth Management has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 12410 Milestone Center Drive, Suite 175, GermantownHQ
Contact and registration details
- Legal name
- My Wealth Management, Inc.
- Headquarters
- 12410 Milestone Center Drive, Suite 175, Germantown, MD 20876
- Website
- my-wealthmanagement.com
- Phone
- 301-330-7900
- SEC file
- 801-78477
- Structure
- Maryland corporation
- Fiscal year end
- July
MY Wealth Management uses Charles Schwab ($141M) as custodian for its separately managed accounts. MY Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $141M100%
At year end, MY Wealth Management’s separately managed accounts were mostly in stocks (72%) and funds (14%). Its reported 13F holdings for the quarter ended 31 March 2026 total $103M across 26 positions; the largest are iShares TR (15.1%), iShares TR (13.2%) and iShares TR (11.0%).
What the accounts hold
- Stocks72%
- Funds14%
- Cash9%
Filed values cover 95%. The neutral 5% gap has no reported category.
Reported 13F holdings
- $103M
- Reported 13F value
- 26
- Positions
- 82.1%
- In the 10 largest
- —
- Value vs. prior quarter
- iShares TR · 20 YR TR BD ETF15.1%
- iShares TR · 7-10 YR Trsy BD13.2%
- iShares TR · Core S&P500 ETF11.0%
- Pacer Fds TR · Trendp US Lar CP8.7%
- SPDR Series Trust · State Street Spd7.9%
- SPDR Series Trust · State Street Spd6.4%
- Pacer Fds TR · Metaurus Cap 4006.0%
- Pacer Fds TR · Globl Cash ETF4.9%
- Vanguard World FD · Inf Tech ETF4.7%
- iShares Silver TR · iShares4.1%
Together, the ten largest are 82.1% of reported value.
How many clients does MY Wealth Management have?
MY Wealth Management has 115 clients and manages $156 million for them, as of July 2026. They include 64 high-net-worth individuals, 50 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026
What services does MY Wealth Management offer?
MY Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does MY Wealth Management charge?
MY Wealth Management charges 0.40%–0.89% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $4,000 annual minimum.
Which custodians does MY Wealth Management use?
MY Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $141M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026
How many financial advisors does MY Wealth Management have?
MY Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does MY Wealth Management invest in?
At the end of its last fiscal year, MY Wealth Management’s separately managed accounts held 72% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs) and 9% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns MY Wealth Management?
MY Wealth Management’s direct owner is Jeffrey Yeakle (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 July 2026
How does MY Wealth Management get paid?
MY Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact MY Wealth Management?
MY Wealth Management’s main office is at 12410 Milestone Center Drive, Suite 175, Germantown, MD 20876. Its phone number is 301-330-7900. Its website is my-wealthmanagement.com.