{"url":"https://nivawealth.com/firms/yardley-wealth-management-134311","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/134311","regulatoryAum":231589312,"crd":"134311","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6185503","suffix":null,"lastName":"DONAHUE","firstName":"MAUREEN","middleName":"CELESTE"},{"crd":"8015630","suffix":null,"lastName":"Garry","firstName":"Amy","middleName":"Willow"},{"crd":"2026666","suffix":null,"lastName":"GARRY","firstName":"MICHAEL","middleName":"JOSEPH"}],"total":3,"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":"2021-05-11","regulatoryAum":123050285,"clients":130,"employees":4,"offices":2},{"filedOn":"2022-03-30","regulatoryAum":143571720,"clients":139,"employees":5,"offices":2},{"filedOn":"2023-03-22","regulatoryAum":124983036,"clients":145,"employees":5,"offices":2},{"filedOn":"2024-02-20","regulatoryAum":147174738,"clients":168,"employees":7,"offices":3},{"filedOn":"2025-02-28","regulatoryAum":191978207,"clients":178,"employees":7,"offices":3},{"filedOn":"2026-04-23","regulatoryAum":231589312,"clients":169,"employees":8,"offices":3}],"secFileNumber":"801-121464","legalName":"Yardley Wealth Management LLC","displayName":"Yardley Wealth Management","slug":"yardley-wealth-management-134311","website":"https://yardleywealth.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/yardley-wealth-management-llc","founded":"2006","organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"37 S. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Yardley Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Yardley Wealth Management charge?","answer":"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.","source":"2026 FORM ADV PART 2A, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Yardley Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Yardley Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Yardley Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Yardley Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Yardley Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Yardley Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/yardley-wealth-management-134311/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-16","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2044323/000204432326000003/0002044323-26-000003-index.html","totalValue":220120165,"positionCount":37,"top10Share":0.7663475038736228,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US CORE EQT MKT","cusip":"25434V104","value":37813958,"shares":731553,"shareType":"SH","priorValue":32145466,"priorShares":712444},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":28469768,"shares":319168,"shareType":"SH","priorValue":25871466,"priorShares":304944},{"issuer":"EA SERIES TRUST","titleOfClass":"FREEDOM 100 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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."}