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YFP WEALTH

NEW ALBANY, OH · CRD 282918 · IAPD ↗ · 614-618-5901

$53.2MRegulatory AUM
4Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — YFP WEALTH notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2026 — YOUR FINANCIAL PHARMACIST is now doing business as YFP WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
March 2026 — YFP WEALTH reported RAUM up 50% ($35.4M -> $53.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2025 — YOUR FINANCIAL PHARMACIST notice-filed in GA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
July 2025 — YOUR FINANCIAL PHARMACIST notice-filed in KY, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2025 — YOUR FINANCIAL PHARMACIST reported RAUM up 28% ($27.7M -> $35.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
March 2024 — YOUR FINANCIAL PHARMACIST PLANNING is now doing business as YOUR FINANCIAL PHARMACIST.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
March 2024 — YOUR FINANCIAL PHARMACIST reported RAUM up 66% ($16.7M -> $27.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — YOUR FINANCIAL PHARMACIST PLANNING notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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