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YODER WEALTH MANAGEMENT

WALNUT CREEK, CA · CRD 291826 · IAPD ↗ · 925-691-5600

$331.2MRegulatory AUM
2Advisory reps
2Employees
5Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2024 — YODER WEALTH MANAGEMENT reported RAUM up 28% ($194.0M -> $247.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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