← Tributary

YOUNG WEALTH MANAGEMENT

DAVIS, CA · CRD 145478 · IAPD ↗ · 530-231-5152

$116.6MRegulatory AUM
2Advisory reps
2Employees
3Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — YOUNG WEALTH MANAGEMENT (DAVIS, CA) left the SEC roster (was $116.6M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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