My Wealth Management, Inc.

My Wealth Management, Inc. (CRD# 168566) is a financial advisory firm headquartered in Gaithersburg, MD. They manage $105,710,350 in 300 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
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.


Financial Advisors at My Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Jeffrey W. Yeakle
CRD#: 2818198
814 W. Diamond Ave., Suite 210, Gaithersburg, MD 20878

Jeffrey Yeakle (CRD# 2818198) is an Investment Advisor Representative working at My Wealth Management, Inc. in Gaithersburg, MD and has over 19 years of experience in the finance industry. Jeffrey Yeakle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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