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YIELDPOINT

NEW YORK, NY · CRD 311859 · IAPD ↗ · 646-493-3623

$206.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2025 — YIELDPOINT (NEW YORK, NY) is newly SEC-registered with $170.4M 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.