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YAHARA WEALTH MANAGEMENT LLC

MADISON, WI · CRD 168325 · IAPD ↗ · yaharawealth.com · 608-467-1010

$112.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2026 — YAHARA WEALTH MANAGEMENT LLC (MADISON, WI) is newly SEC-registered with $107.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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