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CLEAN YIELD ASSET MANAGEMENT

NORWICH, VT · CRD 104826 · IAPD ↗ · cleanyield.com · 802-526-2525

$571.2MRegulatory AUM
8Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — CLEAN YIELD ASSET MANAGEMENT grew from 3 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2024 — CLEAN YIELD ASSET MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — CLEAN YIELD ASSET MANAGEMENT added office(s): 1 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2024 — CLEAN YIELD ASSET MANAGEMENT crossed $500M in regulatory AUM ($477.8M -> $510.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.