Deyoe Wealth Management, Inc.

Deyoe Wealth Management, Inc. (CRD# 170130) is a financial advisory firm headquartered in Berkeley, CA. They manage $208,000,000 in 560 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $371,429
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Deyoe Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan K. Deyoe
CRD#: 2944114
2150 Shattuck Avenue, Suite 700, Berkeley, CA 94704
93
Wealthminder
score

Jonathan Deyoe (CRD# 2944114) is an Investment Advisor Representative working at Deyoe Wealth Management, Inc. in Berkeley, CA and has over 19 years of experience in the finance industry.

2
David H. Glotzer
CRD#: 2735340
2150 Shattuck Avenue, Suite 700, Berkeley, CA 94704
93
Wealthminder
score

David Glotzer (CRD# 2735340) is an Investment Advisor Representative working at Deyoe Wealth Management, Inc. in Berkeley, CA and has over 20 years of experience in the finance industry.

3
John J. Madden
CRD#: 3100035
2150 Shattuck Avenue, Suite 700, Berkeley, CA 94704
93
Wealthminder
score

John Madden (CRD# 3100035) is an Investment Advisor Representative working at Deyoe Wealth Management, Inc. in Berkeley, CA and has over 18 years of experience in the finance industry.

4
Naomi A. Evans
CRD#: 4615350
2150 Shattuck Avenue, Suite 700, Berkeley, CA 94704
81
Wealthminder
score

Naomi Evans (CRD# 4615350) is an Investment Advisor Representative working at Deyoe Wealth Management, Inc. in Berkeley, CA and has over 13 years of experience in the finance industry.

5
Nancy W. Cooper
CRD#: 2411995
2150 Shattuck Avenue, Suite 700, Berkeley, CA 94704
68
Wealthminder
score

Nancy Cooper (CRD# 2411995) is an Investment Advisor Representative working at Deyoe Wealth Management, Inc. in Berkeley, CA and has over 21 years of experience in the finance industry.

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