Yardley Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Yardley Wealth Management reports 169 clients. They include 91 high-net-worth individuals and 78 individual clients. Of its assets, 100.0% ($232M across 571 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 15% |
| High-net-worth individuals | 54% | 85% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 78 | $35M | 15.1% | $448K |
| High-net-worth individuals | 91 | $197M | 84.9% | $2.16M |
| Total | 169 | $232M | 100% | $1.37M |
- Clients
- 78
- Regulatory AUM
- $35M
- AUM share
- 15.1%
- Avg. per client
- $448K
- Clients
- 91
- Regulatory AUM
- $197M
- AUM share
- 84.9%
- Avg. per client
- $2.16M
Total
- Clients
- 169
- Regulatory AUM
- $232M
- AUM share
- 100%
- Avg. per client
- $1.37M
- 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
- 1–10
Yardley Wealth Management charges 0.50%–1.25% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$2.5M | 1.00% |
| $2.5M–$5M | 0.80% |
| $5M–$10M | 0.60% |
| $10M and above | 0.50% |
Fee details and sources
Revocable Trust of Rachel Garry owns 50% to 75% of Yardley Wealth Management. The leadership team of Yardley Wealth Management includes Chief Operating Officer Karen Lynch and Chief Compliance Officer Michael Garry. It has 8 employees, 3 of them in advisory roles.
Staff
- 8 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Yardley Wealth Management LLC
Revocable Trust of Rachel Garry
Control person · since March 2026
- Owns 25% to 50% of Yardley Wealth Management LLC
Revocable Trust of Michael Garry
Control person · since March 2026
- Owns 5% to 10% of Yardley Wealth Management LLC
Maureen Donahue
since October 2025
Yardley Wealth Management’s regulatory assets grew 1.9× from $123M (May 2021) to $232M (April 2026); clients rose from 130 to 169 and employees from 4 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $232M | 169 | 8 | 3 |
| Feb 2025February 2025 | $192M | 178 | 7 | 3 |
| Feb 2024February 2024 | $147M | 168 | 7 | 3 |
| Mar 2023March 2023 | $125M | 145 | 5 | 2 |
| Mar 2022March 2022 | $144M | 139 | 5 | 2 |
| May 2021May 2021 | $123M | 130 | 4 | 2 |
Besides its headquarters, Yardley Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 37 S. Main Street, YardleyHQ
Contact and registration details
- Legal name
- Yardley Wealth Management LLC
- Headquarters
- 37 S. Main Street, Yardley, PA 19067
- Website
- yardleywealth.net
- Phone
- 267-573-1019
- @yardley-wealth-management-llc
- SEC file
- 801-121464
- Founded
- 2006
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Yardley Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($176M, 77%) and Fidelity ($53.4M, 23%). Yardley Wealth Management has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $176M77%
- FidelityFidelity Institutional Wealth Adviser LLC · Boston, MA · $53.4M23%
At year end, Yardley Wealth Management’s separately managed accounts were mostly in funds (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $220M across 37 positions; the largest are Dimensional ETF Trust (17.2%), American Centy ETF TR (12.9%) and EA Series Trust (8.0%).
What the accounts hold
- Stocks8%
- Funds89%
- Cash2%
- Other1%
- Annuity funds sub-accounts1%
How many clients does Yardley Wealth Management have?
Yardley Wealth Management has 169 clients and manages $232 million for them, as of April 2026. They include 91 high-net-worth individuals and 78 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 April 2026
What services does Yardley Wealth Management offer?
Yardley Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Yardley Wealth Management charge?
Yardley Wealth Management charges 0.50%–1.25% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Yardley Wealth Management use?
Yardley Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $176M and Fidelity Institutional Wealth Adviser LLC (Boston, MA), with $53.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 April 2026
How many financial advisors does Yardley Wealth Management have?
Yardley Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Yardley Wealth Management invest in?
At the end of its last fiscal year, Yardley Wealth Management’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 2% cash and equivalents and 1% other. The 1% other category is described as: Annuity Funds Sub-Accounts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Yardley Wealth Management?
Yardley Wealth Management’s direct owners are Maureen Donahue (5% to 10%), Revocable Trust of Michael Garry (25% to 50%) and Revocable Trust of Rachel Garry (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 April 2026
How does Yardley Wealth Management get paid?
Yardley Wealth Management is paid through a percentage of assets under management 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 Yardley Wealth Management?
Yardley Wealth Management’s main office is at 37 S. Main Street, Yardley, PA 19067. Its phone number is 267-573-1019. Its website is yardleywealth.net.
