{"url":"https://nivawealth.com/firms/my-wealth-management-168566","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168566","regulatoryAum":156182000,"crd":"168566","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6921341","suffix":null,"lastName":"Yeakle","firstName":"Bradford","middleName":"Wayne"},{"crd":"2818198","suffix":null,"lastName":"YEAKLE","firstName":"JEFFREY","middleName":"WAYNE"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-08","regulatoryAum":128355000,"clients":125,"employees":1,"offices":1},{"filedOn":"2021-10-29","regulatoryAum":154700000,"clients":126,"employees":1,"offices":1},{"filedOn":"2022-10-17","regulatoryAum":135185000,"clients":124,"employees":1,"offices":1},{"filedOn":"2024-05-03","regulatoryAum":148944000,"clients":122,"employees":1,"offices":1},{"filedOn":"2024-10-31","regulatoryAum":151723770,"clients":117,"employees":2,"offices":1},{"filedOn":"2026-07-02","regulatoryAum":156182000,"clients":115,"employees":2,"offices":1}],"secFileNumber":"801-78477","legalName":"My Wealth Management, Inc.","displayName":"MY Wealth Management","slug":"my-wealth-management-168566","website":"https://my-wealthmanagement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Maryland corporation","fiscalYearEnd":"July","headquarters":{"street":"12410 Milestone Center Drive, Suite 175","city":"Germantown","state":"MD","stateName":"Maryland","country":"United States","postalCode":"20876"},"tradeNames":[],"registration":{"secApproved":"6 September 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1274701.754385965,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":156182000,"discretionary":141631000,"discretionaryAccounts":292,"nonDiscretionary":14551000,"nonDiscretionaryAccounts":6,"wrapProgram":124771808,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":50,"regulatoryAum":11269000},{"label":"High-net-worth individuals","clients":64,"regulatoryAum":134047000},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":10866000}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"marginal","fee_tiers":[{"to":1500000,"pct":0.89,"from":0},{"to":null,"pct":0.4,"from":1500000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061396","versionId":1061396,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-10-16","documentName":"ADV PART 2A - FIRM BROCHURE","fee_rate_low":0.4,"fee_rate_high":0.89,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":4000},{"role":"other","program":"Retirement Plan Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061396","versionId":1061396,"submittedOn":"2026-10-16","documentName":"ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:46:16.193581+00:00","documents":[{"name":"ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061396","versionId":1061396,"submittedOn":"2026-10-16"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":141319000}],"custodyNote":"MY Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jeffrey Yeakle","title":"President & Investment Advisor","crd":"2818198"},{"name":"Melissa Price","title":"Chief Compliance Officer","crd":"4813731"}],"ownership":[{"label":"Jeffrey Yeakle","detail":"President & investment advisor in the 75% or more ownership band and a control person, since September 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"12410 Milestone Center Drive, Suite 175","city":"Germantown","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"301-330-7900","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":72},{"label":"Securities issued by registered investment companies or business development companies","percent":14},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"2 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168566/PDF/168566.pdf","brochureDate":"16 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061396","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does MY Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MY Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does MY Wealth Management charge?","answer":"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.","source":"ADV PART 2A - FIRM BROCHURE, filed 16 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MY Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MY Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MY Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MY Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MY Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact MY Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/my-wealth-management-168566/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-05-04","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1827845/000182784526000002/0001827845-26-000002-index.html","totalValue":103338490,"positionCount":26,"top10Share":0.8206176614347664,"top10":[{"issuer":"ISHARES TR","titleOfClass":"20 YR TR BD ETF","cusip":"464287432","value":15631763,"shares":171721,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":13613877,"shares":142748,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":11407132,"shares":20301,"shareType":"SH"},{"issuer":"PACER FDS TR","titleOfClass":"TRENDP US LAR 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}