Young Wealth Management
Young Wealth Management (CRD# 145478) is a financial advisory firm headquartered in Davis, CA. They manage $116,599,737 in 304 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management117MILLION
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Total Number of Accounts304ACCOUNTS
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Average Account Value$383,552
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Young Wealth Management
1
Kevin Young (CRD# 5439853) is an Investment Advisor Representative working at Young Wealth Management in Davis, CA and has over 16 years of experience in the finance industry.
2
Jean Yamamoto (CRD# 4852355) is an Investment Advisor Representative working at Young Wealth Management in Davis, CA and has over 4 years of experience in the finance industry.
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