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YARDLEY WEALTH MANAGEMENT LLC

YARDLEY, PA · CRD 134311 · IAPD ↗ · 267-573-1019

$231.6MRegulatory AUM
3Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — YARDLEY WEALTH MANAGEMENT LLC reported RAUM up 30% ($147.2M -> $192.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2024 — YARDLEY WEALTH MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2024 — YARDLEY WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
March 2024 — YARDLEY WEALTH MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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